How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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William Wrigley Jr. II, who helped orchestrate the sale of his family’s business to Mars Inc. in 2008, led a $65 million investment round for Surterra Wellness, a medical cannabis startup in Georgia.
“We love student housing. We’re very big in student housing across the country,” says Jeff Holzmann, managing director of iintoo Investments Ltd., a New York City-based network for real estate investing.