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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
Who runs investment decisions at Chartwell Family Office?
Fred A. Fern serves as managing member and controlling owner. Michael Fox-Rabinovitz acts as managing partner with involvement in specific transactions such as the Chroma Community Bank application.
How is Chartwell Family Office related to Focus Partners Wealth?
Focus Partners Wealth operates under the general supervision of Chartwell Family Office following multiple acquisitions completed between 2024 and 2025.
Does Chartwell Family Office participate in fund commitments or direct deals?
The firm engages in direct co-investments, SPVs, real estate holdings and private equity alongside fund-of-funds and hedge fund exposure.
What is Chartwell Family Office's known posture on co-investments?
Direct co-investments and SPVs form part of the confirmed investment types alongside real estate and private credit.
Where does the underlying wealth come from?
Wealth origin is not publicly disclosed beyond the affiliation with Churchill Management Group controlled by Fred A. Fern.
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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