Circle Wealth Management

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Circle Wealth Management Overview

Type
Multi Family Office
Year Founded

General Information

Circle Wealth Management is a multi-family office headquartered in Summit, United States. Founded in 2007 by former Goldman Sachs private wealth professionals, its capital derives from partners’ careers in investment management and advisory services. The firm advises and allocates several billion dollars for high-net-worth families, trusts, and foundations, integrating portfolio management with estate, tax, and family governance planning across generations.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
51 JFK Parkway, First Floor West, Short Hills, NJ 07078

Portfolio & Notable Allocations

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