Insightful advice Delivered through ongoing collaboration

Park Avenue Institutional Consulting Group Linda Modico, Gregory J. Holbrook, Gail Hefferen, Diana Moy, Alison Lee, Joseph Papandrea

Park Avenue Institutional Consulting Group


phone

212-333-8998
800-223-0170



phone

855-267-9886





address

299 Park Avenue
8th, 9th, And 11th Floors
New York, NY 10171



Your organization has many responsibilities–to shareholders, employees and their families. But today, successfully meeting those responsibilities has become more complex.

We offer guidance from an experienced and dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader. Talk to us about how we can help support you in your fiduciary role.


Linda Modico has been recognized as an industry leader

  • Forbes America's Top Women Advisors, 2019
  • Financial Times Top 401 Retirement Plan Advisors, 2016, 2017, 2018, 2019



Insights

Creating your legacy

Creating a legacy that lasts

Using debt to achieve wealth planning

Using debt for wealth planning