multi-family-office

(5)
Legend
Dee Ann Remo Built a Wealth Firm Around the Work Money Cannot Do Alone
Founder · Advisor · Executive

Dee Ann Remo Built a Wealth Firm Around the Work Money Cannot Do Alone

A former KPMG tax partner turned a filing-cabinet view of wealth into a multi-family office - then made community, continuity and difficult conversations part of the balance sheet.

dee-ann-remo · heritage-wealth-advisorsRead →
Company
The Family Office That Put a 300-Client Ceiling on a $26 Billion Problem
Fintech · Enterprise

The Family Office That Put a 300-Client Ceiling on a $26 Billion Problem

Prime Quadrant started after one family discovered that a liquidity event can buy almost anything except unbiased advice. Now the firm serves more than 260 families, caps the roster near 300, and wants to manage the arguments around wealth as carefully as the assets themselves.

multi-family-office · wealth-managementRead →
Company
True North Built a $5.86 Billion Wealth Firm by Refusing to Sell the Usual Stuff
Fintech · Enterprise

True North Built a $5.86 Billion Wealth Firm by Refusing to Sell the Usual Stuff

Scott Wood and Mark Gehlbach left product-tied Wall Street advice behind, built the alternative-investment shelf they wished existed, and waited 24 years before taking outside capital. Now comes the harder trick: scaling a family office without turning trust into a product.

wealth-management · multi-family-officeRead →
Company
The Richmond Firm That Manages $4.9 Billion by Managing Memory
Fintech · Enterprise · Consumer

The Richmond Firm That Manages $4.9 Billion by Managing Memory

A former KPMG tax partner built a Richmond multi-family office on a stubborn premise: the hardest part of managing $4.9 billion isn't the portfolio - it's the paperwork, the people and the memory behind it.

wealth-management · multi-family-officeRead →
Legend
Jeff Bramel
Investor · Executive · Advisor

Jeff Bramel

Jeff Bramel is a Partner on the a16z Perennial team at Andreessen Horowitz, where he leads real assets investing for ultra-high-net-worth clients and families. With 25 years of investment and portfolio management experience spanning derivatives trading, endowment-style alternatives at Jasper Ridge Partners, co-founding the Sequoia Heritage Fund, and heading real assets at both Jordan Park Group and UBS Asset Management, Bramel brings a rare blend of engineering rigor and financial depth to one of venture capital's most storied firms. A Caltech-and-Stanford-trained engineer turned multi-billion-dollar allocator, he now helps the world's most successful tech founders and families build durable, multi-generational wealth.

venture-capital · real-assetsRead →