We believe investing serves a greater purpose and success is defined by improving investor outcomes.
Established more than 30 years ago, the Global Family & Private Investment
Office Practice (GFO) serves the needs of ultra-high-net-worth individuals and their
single family offices and private investment companies.
We believe investing serves a greater purpose and success is defined by improving investor outcomes. The GFO team focuses on distinguishing between the risks clients must take to reach their goals and the risks they are willing to take to achieve investment success. The GFO investment team will understand, define and measure, in an unambiguous manner, the risks within a portfolio and how they balance with forward looking, client return expectations.
Global Investment Expertise with Boutique Service
- 27 dedicated investment professionals (Includes CIOs and ACIOs)
- Over 40 years of advising ultra-high-net-worth families and individuals
- 39 GFO clients representing $12.9 billion in assets