Parcion Private Wealth

Multi Family Office (MFO)Bellevue, United StatesFounded 2019
$2.0B
Assets Under Management
Bellevue
Headquarters

About Parcion Private Wealth

Parcion Private Wealth is an independent multi-family office that partners with business owners, entrepreneurs, and their families to optimize wealth events and beyond through smart planning, strong advocacy, and prudent investment management based in Bellevue, Washington. Established in 2019, as a fully independent advisory firm, they have the flexibility to deliver concierge planning that extends beyond portfolio management. The firm focuses on the unique experiences of first-generation wealth creators, with a boutique family-office approach that engages every aspect of the financial life. The firm's experienced team helps clients preserve the legacy they have built to support their families and communities.

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Sectors & Themes

Investment ManagementEquity/Mutual FundsWealth & Estate PlanningTrust ManagementLegal & Tax ServicesRetirement PlanningETFsCapital MarketsCharitable Investments FinanceFinancial ServicesTraditional Investments (Liquid Assets)High-Level SectorsNon-Profit

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States

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Frequently asked questions

What type of investor is Parcion Private Wealth?

Parcion Private Wealth is a multi family office (mfo) based in Bellevue, United States, managing approximately $2.0B in assets.

Where is Parcion Private Wealth headquartered?

Parcion Private Wealth is headquartered in Bellevue, United States.

How much does Parcion Private Wealth manage?

Parcion Private Wealth manages approximately $2.0B in assets under management.

When was Parcion Private Wealth founded?

Parcion Private Wealth was founded in 2019.

What does Parcion Private Wealth invest in?

Parcion Private Wealth focuses on Buyout, Private Equity, Growth/Expansion, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage, Investment Management, Equity/Mutual Funds.

How can I contact Parcion Private Wealth?

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