Tallwoods is designed to invest like the best, most sophisticated investment firms.
Founded as an investment office to manage our capital, we manage your assets alongside our own.
As a boutique multi-family investment office, Tallwoods has no bureaucracy or big-firm conflicts – we focus on managing money and meeting your goals.
Our founders are respected investors with significant investment and portfolio management experience.
Their network and experience managing endowments, pensions, family offices, and hedge funds help them find and evaluate investment opportunities, including exclusive direct co-investments.
EXPERIENCE YOU CAN TRUST
We use our expertise with alternative strategies and managers in an effort to generate less correlated returns and to better protect capital.
Tallwoods’ client portfolios may at times be different from the crowd, but are always constructed to be thoughtful and sound.
We work with you to navigate through the financial, legal, family, and personal complexities that often come with managing wealth.
We create an investment portfolio designed to meet your unique circumstances. We seek to ensure your portfolio is integrated with all aspects of your life including: return objectives, spending needs, risk tolerance, estate planning, and tax management. Our goal is better bottom-line returns.
FOC– — USED, PERSONAL ATTENTION
A SIMPLER AND EASIER LIFE
We strive to create peace of mind when it comes to your financial life.
We coordinate with your other professional advisors, including tax, legal, and insurance providers and deliver consolidated reporting to make your overall financial picture easier to examine and understand.