Family Office: An experience beyond wealth
We are a Silicon Valley-based Multi-Family Office and Institutional Style-Investment Manager. We focus primarily on families and institutions in excess of $100+ million in net worth.
We believe we offer goes beyond investment guidance and managing your finances. It encompasses access to a premier selection of opportunities, and a comprehensive, personalized approach to ensure what you’ve built lasts.
Our Advantage
As your primary partner, we use our network to optimize various aspects of your family and financial life. Working with us means access to tailored investment options, advanced technology, and experienced advisers.
Our Approach
We create customized plans designed to suit your needs — you’ll have flexibility over your investment decisions.
Our Results
Our family office team manages your strategic concerns with the help of our partners, while our portfolio managers offer financial guidance focused on your generational wealth goals.
Our Services
Skilled investment advice is critical to a successful wealth management experience, but we believe it’s only part of the equation. Using our deep expertise and network, we’re able to custom-build a plan to fit your unique needs and goals, with services including:
- Tax, Trust, and Estate
- Credit and Lending
- Philanthropy
- Family Services¹