Chequers Financial Management LLC
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...
Chequers Financial Management LLC
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.
General information
Firm type
Multi Family Office
Year founded
—
AUM
—
Location
Region
North America
Country
—
City
San Francisco
Corporate office
—
Frequently asked questions
What is Chequers Financial Management LLC?
Chequers Financial Management LLC is a multi family office headquartered in San Francisco.
Where is Chequers Financial Management LLC headquartered?
Chequers Financial Management LLC is headquartered in San Francisco, in the North America region.
What does Altss track for Chequers Financial Management LLC?
Altss maintains an OSINT-verified profile of Chequers Financial Management LLC 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 Chequers Financial Management LLC's website?
Chequers Financial Management LLC's public website is www.chequersfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Chequers Financial Management LLC?
Chequers Financial Management LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Chequers Financial Management LLC?
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.
How fresh is the Altss profile for Chequers Financial Management LLC?
Chequers Financial Management LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
Get access to Altss to unlock details
Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
Get access to Altss to unlock details
Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
Get access to Altss to unlock details
Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
Get access to Altss to unlock details
Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
Get access to Altss to unlock details
Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. 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: