Family offices

A global clientele of family offices entrusts us with their assets across a wide range of innovative investment solutions. Our Family Office Team’s long-term, consultative approach is focused on the needs and total-return-oriented goals of these single- and multi-family office, family foundation, and independent wealth adviser clients.

Delivering a client-focused philosophy

As a private partnership whose only business is investment management, we believe the firm’s long-term values are aligned with your needs and goals. For this reason, we keep total return optimization— after fees and taxes—and downside risk mitigation top of mind because we know net returns are what matters.

Our global institutional experience, boutique approach, and collaborative proprietary research platform marries curiosity and investment IQ, allowing us to uncover opportunities and develop innovative investment strategies for our clients. We seek to foster a consultative relationship that exceeds your investment and service expectations and aims to grow your wealth and help preserve your legacy.

Creativity, agility, and innovation are the cornerstones of our goal to help optimize net returns.

Investment solutions for family offices

Equities
  • Core compounders
  • Impact
  • Tax-aware equities
  • Concentrated styles
  • Liquid real assets
  • Thematic
  • Emerging markets
  • Regional
Fixed income
  • Macro/emerging markets debt
  • Relative value
  • Multi-strategy
  • Ultra-short duration
  • Municipal bonds
Alternative exposures
  • Absolute return
  • Long/short
  • Multi-strategy
  • Infrastructure
  • Long/short sector
  • Late-stage private equity
  • Market neutral
Multi-asset solutions
  • Inflation sensitive
  • Multi-strategy low beta
  • Outcome oriented

This list is for illustrative purposes only and does not include all of the approaches that are available or that may fit the stated theme. Investing involves risk, and an investment in an approach could lose money.

Contact us

For further information, please contact our Family Office Team.

EXPLORE INSIGHTS

Climate change and emerging markets: Assessing opportunities and challenges
Emerging markets are on the front lines of climate change. Aware of the challenges, many EM companies are developing solutions, shifting business models, and realigning corporate policies to help them prepare. Two of our EM portfolio managers share insights on the investing landscape and offer a framework for incorporating climate-related themes into a portfolio.
September 2020
Climate change and emerging markets: Assessing opportunities and challenges
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Public Permanent Capital: Combining attractive qualities of private and public equity investing
Learn how two veteran investors, one from Wellington and one from Housatonic Partners, happened to connect and bond over a passion for identifying companies led by strong capital allocators with extended time horizons. In this audiocast, Portfolio Manager Mark Whitaker and investor and author Will Thorndike discuss how they came to ultimately forge a collaborative investment approach named Public Permanent Capital, and why they believe it’s such a timely idea.
June 2020
Public Permanent Capital: Combining attractive qualities of private and public equity investing
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Lessons from 200+ years of energy evolution: What comes next?
In search of guideposts for the next transition in the energy economy, Multi-Asset Portfolio Manager Scott Elliott considers the evidence from previous transitions and draws conclusions that could shape future investment decisions.
May 2020
Lessons from 200+ years of energy evolution: What comes next?
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Value investing’s existential crisis
In this video series, Multi-Asset Strategist Adam Berger sits down with researchers and portfolio managers from across our equity and alternatives platforms to discuss the long stretch of underperformance by value stocks.
March 2020
Value investing's existential crisis
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Key changes in the tax code<span>Tax incentives and incremental alpha</span>
The 2017 tax law buoyed stock prices – but many changes are still opaque for investors. To help understand the new landscape, we profile what changed and what stayed the same.
January 2020
Key changes in the tax codeTax incentives and incremental alpha
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Deconstructing taxable investment returns
We offer a practical overview of a common return framework that we hope will help taxable investors better understand their returns, and in turn, their investments.
January 2020
Deconstructing taxable investment returns
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The reemergence of global macro strategies in an unsettled world
Shifting financial and economic conditions have prompted investors to reexamine the diversifying elements of their portfolios, but they are finding few good options available. In this paper, we look at how global macro investment strategies can help.
January 2020
The reemergence of global macro strategies in an unsettled world
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Fixed income needn’t be so taxing
We believe tax management of fixed income should be at the fore of investors’ minds, given the heavy tax drag often imposed by these holdings. Three Wellington thought leaders tackle this vexing issue and offer potential solutions.
October 2019
Fixed income needn't be so taxing
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