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Chequers Financial Management LLC Overview
Type
Multi Family Office
General Information
Chequers Financial Management LLC is a multi-family office headquartered in San Francisco. Founded in 2016 by tax attorney Megan Gorman, whose earned wealth from senior roles at Goldman Sachs’s Ayco division and BNY Mellon underpins the firm, it provides discretionary and advisory services to entrepreneurs, corporate executives and multi-generational families across the United States. The team blends tax, estate and investment expertise to safeguard and grow client capital—delivers integrated planning and investment oversight.
Contact Information
Website:
https://www.chequersfinancial.com
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
San Francisco, CA, United States
Portfolio & Notable Allocations
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