Tracy Johnston Email and Phone Number

Johnston Family Office is a private financial investment institution focused on providing comprehensive wealth management services to high net worth families and individuals. Our goal is to help clients achieve their financial goals, protect assets and enhance wealth growth through personalized financial planning and investment strategies.▪Financial planning: Develop comprehensive financial planning based on the client's specific needs and goals, covering budget management, retirement planning, tax planning, risk management, etc.▪Investment management: Design and manage clients’ investment portfolios, including stocks, bonds, real estate, alternative investments, etc., to maximize investment returns and control risks.▪Tax planning: Optimize clients’ tax structure, reduce tax burden, and maximize wealth growth in a legal and compliant manner.▪Risk management: Assess and manage the risks faced by customers, provide insurance and other risk management solutions, and ensure financial security.▪Family estate planning: Assist clients in family estate planning, including wealth inheritance, trust management, etc., to ensure the sustainability and inheritance of wealth.▪Professional team: Thoreau Family Office has an experienced and versatile team, including registered financial advisors, tax experts, lawyers, etc., to provide customers with a full range of professional services.▪Personalized service: We are committed to tailoring unique financial solutions to each customer, providing customized advice and services based on their unique needs and goals.▪Independence and integrity: As independent financial advisors, we are not bound by specific financial institutions or products and always provide honest and transparent advice from the perspective of our clients

Quid (also known as NetBase Solutions, formerly NetBase Quid) is a company that develops a consumer and market intelligence platform. It offers QUID Discover, which enables the identification, connection, and visualization of insights; QUID Monitor, which provides real-time insights; QUID Prediction, which discovers emerging topics or entities across different topics of interest; and other products. The company provides marketing, consumer insights and research, data science, customer experience, agency and communications solutions

Sun Capital Partners is a private equity firm providing venture capital solutions. It invests in business services, consumer, healthcare, industrial and technology sectors