Socius Family Office, LLC

Multi Family Office Investment Firm

Socius Family Office, previously Alterna Wealth Management LLC, is a full-service investment advisory, wealth management, and family office established in 2012. They assist clients in achieving financial objectives through a comprehensive investment review and by offering a diverse range of investment products, portfolios, and services, tailored to prepare clients for a secure financial future. Socius, an independent multi-family office, sets itself apart by prioritising transparency, advocacy, and client interests in managing financial affairs.

Firm Investment Focus

Investment Stages

Seed

Focus Areas

Financial Services
Real Estate & Construction
Recent Activity

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