LP Directory

5 limited partners found

5 results
Firm Name Type Location AUM Contact
Guardian Multi Family Office
Family Office - Multi Avondale, New Zealand $635M
About

The Guardian multi-family office is a boutique, independently owned wealth management and financial advisory firm.Our approach is unique. By leveraging our significant expertise, and our global network of financial contacts, we'll identify the best investments and domiciles to achieve your financial objectives.

Websitewww.example-site.com
SectorsRetirement Planning, Debt Management, Investment Management, Wealth & Estate Planning, Finance, Financial Services
Investment TypesJoint Venture/Partner, Asset Disposition
Contacts
d.garcia@assetmgmt.com +1 646 321 4347
James H. Nakamura
Director of Allocations
b.clark@globalwealth.co
Thomas W. Erikson
Investment Director
m.wilson@partnersllc.com
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GUGuardian Global Wealth
Family Office - Multi Auckland, New Zealand
About

Guardian Global Wealth is a multi family office based in Auckland, New Zealand. The firm provides comprehensive wealth management, investment advisory, and family office services to multiple high-net-worth families.

Contacts
p.anderson@investco.com +852 3 879 5636
James H. Nakamura
Director of Allocations
e.walker@investpartners.com
Thomas W. Erikson
Investment Director
a.taylor@wealthadvisors.com
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Ocean Partners
Family Office - Multi Christchurch, New Zealand
About

Founded in 2007, Ocean Partners is a boutique family office working with families and their businesses to grow, manage and distribute wealth. We work with families and the businesses they own to create value and develop the structures to ensure this wealth is available for future generations. At Ocean Partners, we work with families to address the issues on establishing investment plans, managing managers, developing intergeneration wealth transition plans, advise on governance and assist families to develop and manage their philanthropy goals.

Founded2007
Websitewww.example-site.com
SectorsTravel Accommodations & Tourism, Charitable Investments, Fund of Funds, Concierge Services, Investment Management, We...
Investment TypesInvestment Funds
Contacts
e.walker@globalwealth.co +44 20 120 9444
James H. Nakamura
Director of Allocations
k.johnson@assetmgmt.com
Thomas W. Erikson
Investment Director
p.anderson@assetmgmt.com
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OCOcean Partners Family Office
Family Office - Multi Christchurch, New Zealand
About

Ocean Partners Family Office is a multi family office based in Christchurch, New Zealand. Founded in 2007. The firm provides comprehensive wealth management, investment advisory, and family office services to multiple high-net-worth families.

Founded2007
Contacts
p.anderson@capitalgroup.net +1 646 846 1593
Robert M. Patel
Portfolio Manager
t.thomas@firmcapital.com
David A. Nguyen
Chief Investment Officer
r.brown@capitalgroup.net
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TRTribeca Family Office
Family Office - Multi Auckland, New Zealand
About

Tribeca Family Office is a multi family office based in Auckland, New Zealand. The firm provides comprehensive wealth management, investment advisory, and family office services to multiple high-net-worth families.

Contacts
t.thomas@groupholdings.com +1 713 968 9978
Michael R. Thompson
Managing Director
r.brown@assetmgmt.com
Katherine J. Walsh
Head of Investments
b.clark@investpartners.com
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