We provide customized, independent counsel to clients with significant assets. Our singular mission is to preserve and enhance client wealth. We engage in continuous dialogue and education to best understand client objectives and to improve decision-making. Seven Post manages global multi-asset class portfolios for a select number of important relationships with a focus on risk management and long-term investment results. Our approach takes account of investment structure, taxes, socially responsible mandates, estate and trust planning, philanthropy, requirements for income and other client objectives. Seven Post is a privately owned partnership and completely independent of other financial institutions. We have a value-oriented, long standing investment philosophy; managing core investments as well as engaging third-party sub-advisers on behalf of clients. Client assets are held in global custodian banks, providing institutional safety as well as the security of third party portfolio reporting and accounting.
Browse more multi family office (mfo)s and other institutional investors by location and type in the LPbacked limited-partner database.
Seven Post Investment Office is a multi family office (mfo) based in San Francisco, United States, managing approximately $7.4B in assets.
Seven Post Investment Office is headquartered in San Francisco, United States.
Seven Post Investment Office manages approximately $7.4B in assets under management.
Seven Post Investment Office was founded in 1999.
Seven Post Investment Office focuses on Investment Funds, Private Equity, Venture Capital, Joint Venture/Partner, ETFs, Investment Management, Equity/Mutual Funds, Charitable Investments.
Verified contact details, key decision-makers, and investment preferences for Seven Post Investment Office are available on LPbacked. Create a free account to access them.