Alex Potts Email

Chairman . Loring Ward International Ltd.

San Jose, CA

Location

LinkedIn

Current Roles

Employees:
132
Revenue:
$30M
About
Loring Ward International Ltd. (Loring Ward) is engaged in activities that consist of a multidisciplinary approach to financial planning, investment advice, wealth management, estate and succession planning, insurance and business management. During the year ended December 31, 2005, the Company’s four segments were Asset Management, Advisor Services, Family Office and Sports Representation. During 2005, Loring Ward divested its sports representation practices and certain of its Canadian private counsel business. Asset Management & Advisory Services brings together the Company’s businesses serving investment advisors and private investment clients. Business & Financial Management establishes its business management practices, including tax and certain ancillary financial services, as a business unit. In January 2009, the Company was acquired by Werba Reinhard Holdings Ltd., a subsidiary of Werba Reinhard Inc. (WRI).
Loring Ward International Ltd. Address
10 Almaden Boulevard
San Jose, CA
United States
Loring Ward International Ltd. Email
Loring Ward International Ltd. Phone Numbers
800-366-7266

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