The Umbrella Group is a boutique firm comprised of hand-picked trusted individuals that serve as the liaison between its clients and a resource pool selected specifically for their talents, responsiveness and reliability.
There are two divisions:
One that provides expanded Family Office services and a corporate division that provides interim to permanent CFO and COO services at significantly reduced costs due to efficiencies. We have made the conscious decision to take on a limited number of select clients to ensure we can provide the best experience possible
Contact us today for a free Needs Evaluation!