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Chartwell Family Office
Chartwell Family Office was established in 1998. Fred A. Fern serves as managing member. The firm operates as a multi-family office with headquarters in Palm...
Chartwell Family Office
Chartwell Family Office was established in 1998. Fred A. Fern serves as managing member. The firm operates as a multi-family office with headquarters in Palm Desert and provides wealth management and family governance services to affluent clients. Investment activity spans private equity, private credit, hedge funds, real estate and direct co-investments. Confirmed holdings include The Shops On El Paseo retail asset in Palm Desert. Geographic reach covers North America, Europe and Asia. Focus Partners Wealth operates under Chartwell supervision following acquisitions of firms including Buckingham Strategic Wealth in June 2024, Gratus Capital in August 2024 and Churchill Management Corporation in July 2025. The team includes eight named principals. Additional vehicles under oversight encompass multiple SEC-registered advisors that merged into Focus Partners Wealth during 2024 and 2025. Michael Fox-Rabinovitz, a managing partner, participated as co-organizer in the November 2023 application for Chroma Community Bank in Jersey City. Supervisory control over Focus Partners Wealth creates a hybrid structure that combines family-office capital allocation with regulatory oversight of a growing advisory platform. This architecture differs from pure single-family offices by embedding operational responsibility for multiple merged entities.
General information
Firm type
Multi Family Office
Year founded
1998
Location
Region
North America
Country
United States
City
Palm Desert
Corporate office
Palm Desert, CA, United States
Principals
Fred A. Fern
Managing Member
Michael Fox-Rabinovitz
Managing Partner
Eileen A. Holmes
Key Principal
Randy C. Conner
Key Principal
Sector focus
Frequently asked questions
What is Chartwell Family Office?
Chartwell Family Office is a multi family office headquartered in Palm Desert, United States.
When was Chartwell Family Office founded?
Chartwell Family Office was founded in 1998.
Where is Chartwell Family Office headquartered?
Chartwell Family Office is headquartered in Palm Desert, United States, in the North America region.
What does Altss track for Chartwell Family Office?
Altss maintains an OSINT-verified profile of Chartwell Family Office covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Chartwell Family Office's website?
Chartwell Family Office's public website is chartwellproperties.net. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Chartwell Family Office?
Chartwell Family Office is classified by Altss as a Multi Family Office, operating from United States within the North America region.
How does Altss source intelligence on Chartwell Family Office?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Chartwell Family Office's Altss profile last updated?
Chartwell Family Office's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
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.
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