Background

The San Francisco Peninsula is a unique place, the home to Silicon Valley and the global center of the venture capital industry. The Peninsula mints new millionaires with a regularity and in numbers like no other place in the world. These fortunate individuals face two major issues in managing their wealth, a lack of time and/or the financial sophistication to deal with the ever increasing complexity and volatility of today's financial markets.

Peninsula Family Office was founded as an alternative to large institutional wealth managers that are commonly found locally. We offer a level of service that they cannot, or will not, provide, which has become known as 'high touch' in the media. We are in contact with our clients weekly, if not daily, rather than the standard industry practice of a quarterly report, maybe a meeting each quarter, maybe a semiannual meeting if everything seems to be going well. Our clients’ investments are so numerous, or of such a size, that they need the access, oversight and counsel that we offer.