Alterity Financial Group

Specific named investment-committee principals are not publicly disclosed in a consolidated source. The firm operates through an investment policy committee model, as is standard for privately held trust companies, where portfolio construction and manager selection are governed by committee charter rather than a single CIO. Detailed biographical information on leadership is limited.

Alterity utilizes an open-architecture approach, sourcing private equity, private credit, and real estate access through existing relationships with fund managers, placement agents, and co-investment syndicates. As a trust company, it does not sponsor proprietary funds, meaning allocations are built from third-party vehicles and direct deal participation where trust instruments permit.

No, Alterity Financial Group is structured as a bank-and-trust hybrid, not a single-family office. It serves multiple unrelated client families, providing trust administration, fiduciary oversight, and wealth-management advisory. Its multi-family-office-like service model is delivered under a trust-company charter, which imposes a distinct regulatory and fiduciary framework compared to an RIA or unregistered family office.

The firm holds a corporate trust license, placing trustee responsibilities — custody, trust administration, distribution oversight — at the core of its mandate. Investment management is typically exercised through directed-trustee arrangements or delegated-authority agreements with external managers, though the firm retains investment-policy oversight to fulfill its fiduciary obligations.

A publicly stated minimum is not available. Trust companies of this nature generally target relationships starting in the single-digit millions to tens of millions of dollars in trust assets, given the cost-to-serve of a licensed fiduciary platform and the bespoke nature of estate integration.

Without a public investment-policy statement, explicit exclusions cannot be confirmed. Trust companies serving multi-generational families typically avoid highly speculative, concentrated, or illiquid instruments that could breach the fiduciary duty of preservation embedded in trust law, but this is inferred from standard trust-company practice.

As a trust company, Alterity is subject to chartering and supervision by state or federal banking regulators, rather than the SEC registration model of an RIA. This subjects the firm to capital adequacy requirements, periodic safety-and-soundness examinations, and fiduciary-audit standards distinct from those governing registered investment advisors.