Potentia Group

Services Offered

• Global asset management
• Real estate investing
• Property management
• Mortgage solutions
• Estate and income tax planning
• Trust and estate services
• Charitable giving
• Risk management
• Bookkeeping
• Bill paying

About

Potentia Group is a multi-family office located in San Jose, California. The firm specializes in providing a wide range of financial services including global asset management, real estate investing, property management, and mortgage solutions. They also offer integrated estate and income tax planning, trust and estate services, charitable giving, risk management, and bookkeeping. Potentia Group serves wealthy families, aiming to simplify and streamline their financial functions through a holistic approach.

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