Updated:
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth was established in 2018 by Mick Shaffer after his time at Merrill Lynch. The firm serves clients with at least $3 million in...
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth was established in 2018 by Mick Shaffer after his time at Merrill Lynch. The firm serves clients with at least $3 million in assets and focuses on fiduciary wealth management, tax advisory, retirement planning, and estate services. The firm deploys capital across public equities, fixed income, hedge funds, private equity, and digital assets. Confirmed investment types include fund-of-funds commitments and philanthropic allocations. Public positions include large holdings in SCHF, VTV, VUG, and individual names such as AAPL, MSFT, and NVDA. Geographic reach centers on North America with indicated interest in alternative investments and Web3 exposure. The team includes four named partners. Mick Shaffer serves as CEO. Additional offices are not disclosed. The firm maintains a philanthropic program supporting education, health, and community services in the United States, including donations to The Kennett Food Cupboard. In May 2024 the firm attended the Milken Institute Global Conference. The firm uses Charles Schwab and Fidelity as custodians and Black Diamond for performance reporting. Its structure centers on direct client relationships rather than external fund vehicles, with ESG considerations applied through themed ETF allocations.
General information
Firm type
Multi Family Office
Year founded
2018
Location
Region
North America
Country
United States
City
Kennett Square
Corporate office
500 Old Forge Lane, Kennett Square, PA
Principals
Michael J.S. (Mick) Shaffer
CEO and Founder
Paul J. (PJ) Shaffer
Partner and Senior Wealth Manager
Mark Sessa
Partner and Senior Wealth Manager
Brittany Kalsky
Partner and Chief Compliance Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Brandywine Oak Private Wealth?
Michael J.S. (Mick) Shaffer serves as CEO and Founder. Paul J. (PJ) Shaffer, Mark Sessa, and Brittany Kalsky act as partners with direct client and operational responsibilities.
Does Brandywine Oak participate in fund commitments or only direct deals?
The firm maintains confirmed exposure to fund-of-funds vehicles alongside public equity and fixed-income positions. Ticket sizes range from $3 million to $65 million.
What investment stages does Brandywine Oak typically target?
The firm focuses on established public markets and alternative strategies rather than early-stage venture. Holdings include large-cap equities and intermediate-term bonds.
Where does the underlying wealth come from?
Wealth origin is not publicly attributed to a specific family or industry.
Does Brandywine Oak maintain philanthropic structures?
Yes. The Brandywine Oak Philanthropic Program supports education, health, and community services, with donations to The Kennett Food Cupboard and Family Promise of Southern Chester County.
How does Brandywine Oak source proprietary deal flow?
The firm relies on relationships with custodians and participation in industry events such as the Barron's Advisor Summit and Milken Institute Global Conference.
Is Brandywine Oak structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office providing wealth management and advisory services to multiple families and individuals.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: