Seven Post Investment Office LP
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.
1999
Privately owned, employee-owned partnership.
Focus on risk management and long-term investment results.
San Francisco, Ca, United States
About
Mission
Our singular mission is to preserve and enhance client wealth.
Values
Integrity, commitment to clients' best interests, transparency, and a long-term investment approach.
Participant Demographics
Serving over 50 select family and institutional clients.
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San Francisco, Ca, United States
Legal & Compliance
SEC-registered investment adviser.
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