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Cadaret Grant & Co
Founded in 1984, Cadaret Grant & Co established itself as one of the earliest multi-family offices in the Pacific Northwest, predating the broad...
Cadaret Grant & Co
Founded in 1984, Cadaret Grant & Co established itself as one of the earliest multi-family offices in the Pacific Northwest, predating the broad institutionalization of the MFO model. The firm serves a deliberately narrow client base from its single location in Kirkland, Washington, providing comprehensive wealth management, estate planning, and family governance services to families navigating multi-generational wealth transfer. The firm operates on a fee-only fiduciary model, structuring engagements around holistic family balance sheets rather than transactional product sales. Cadaret Grant's investment approach integrates public equities, fixed income, private markets, and real assets within customized allocations — avoiding proprietary fund conflicts common in bank-affiliated wealth managers. The practice maintains direct manager access and co-investment capabilities typical of single-family offices, extended to its multi-family client base. Cadaret Grant remains deliberately lean in public footprint, eschewing the asset-gathering model of national RIA consolidators. The firm's Kirkland concentration serves the concentrated technology and entrepreneurial wealth of the Puget Sound region, with clients drawn from Microsoft, Amazon, and early-stage venture liquidity events that shaped the area's wealth profile since the late 1980s. The advisory team includes in-house tax, legal, and philanthropic planning specialists operating under one roof. Structurally, Cadaret Grant functions closer to a shared single-family office than a scaled multi-family platform — maintaining client counts low enough to preserve the intimate advisory relationship that defines its value proposition. The firm has not pursued the multi-office roll-up strategy or private equity backing that now characterizes many peers in the MFO segment, preserving independent governance and decision-making authority.
General information
Firm type
Multi Family Office
Year founded
1984
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Kirkland
Corporate office
Kirkland, WA, United States
Frequently asked questions
What distinguishes Cadaret Grant from larger national multi-family offices?
Cadaret Grant operates from a single office in Kirkland, Washington, serving a deliberately small client roster rather than pursuing national scale. The firm predates the RIA roll-up trend, maintaining independent ownership and avoiding private equity backing that now shapes larger MFO platforms. This structure preserves alignment with client interests without external shareholder pressure to grow assets.
Is Cadaret Grant a fee-only fiduciary?
Cadaret Grant operates on a fee-only fiduciary model, structuring compensation around advisory fees rather than product commissions. This removes the incentive conflicts inherent in broker-dealer platforms or bank-affiliated wealth managers that earn revenue from in-house products or distribution agreements. The firm's independence supports objective manager selection and asset allocation.
What is Cadaret Grant's approach to private markets access?
The firm provides clients access to private equity, venture capital, and real assets through direct manager relationships and co-investment structures, rather than limiting portfolios to public securities. Cadaret Grant leverages its concentrated client base to negotiate institutional-quality access typically reserved for single-family offices or large allocators.
Does Cadaret Grant serve families outside the Pacific Northwest?
Cadaret Grant maintains its sole office in Kirkland, Washington, and the majority of client relationships are concentrated in the Pacific Northwest, where the firm has built its reputation since 1984. The firm's service model emphasizes personal advisory relationships that naturally concentrate geographically.
How does Cadaret Grant handle family governance and next-generation education?
Cadaret Grant integrates family governance, estate planning, tax strategy, and philanthropic advisory directly within its in-house team, rather than outsourcing these functions. This enables coordinated multi-generational planning across the full family balance sheet, supporting wealth transitions and next-generation financial literacy within client families.
What is the ownership structure of Cadaret Grant & Co?
Cadaret Grant operates as an independently held firm with no external institutional shareholders, maintaining decision-making authority within the firm's principals. This contrasts with the growing trend of MFO consolidation backed by private equity or strategic acquirers, preserving autonomy in client service and investment approach.
How does Cadaret Grant select external investment managers?
The firm conducts direct manager due diligence and selection, unrestricted by preferred provider lists or revenue-sharing arrangements that can constrain bank-affiliated advisors. Cadaret Grant's independence and fee-only structure support objective evaluation of traditional and alternative managers across asset classes.
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