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Circle Wealth Management
Circle Wealth Management began in 2007 when Maria L. Kattan-Chrin and Ann Kaplan left Goldman Sachs to build an independent multi-family office.
Circle Wealth Management
Circle Wealth Management began in 2007 when Maria L. Kattan-Chrin and Ann Kaplan left Goldman Sachs to build an independent multi-family office. The firm serves families, trusts, and foundations with capital drawn from the partners' investment management careers. Services span allocation, estate planning, tax structuring, and generational governance. The firm commits to private equity partnerships, hedge funds, and direct co-investments or SPVs. It targets growth-stage opportunities in AgriTech & FoodTech, ClimateTech, Sports & Wellness, and Healthcare Services. Geographic focus remains North America. Confirmed positions include holdings in independent private equity and hedge fund managers alongside public equity exposures such as Apple and Microsoft. The team maintains offices in Summit and New York. Maria L. Kattan-Chrin chairs the Lehigh University Endowment Investment Committee and serves on boards including Dana Farber Cancer Institute and Women Moving Millions. The firm belongs to the Family Wealth Alliance and operates an internal Circle Women's Forum. No operational events from the last 24 months appear in available records. The structure separates investment decisions from philanthropic vehicles. Direct co-investment access and fund-of-funds commitments sit alongside mission-related investing, creating a hybrid mandate that ties family governance directly to capital deployment.
General information
Firm type
Multi Family Office
Year founded
2007
Location
Region
North America
Country
United States
City
Summit
Corporate office
47 Maple Street, Suite 201, Summit, NJ 07901, United States
Additional offices
New York, NY, United States
Principals
Maria L. Kattan-Chrin
Managing Partner
Ann Kaplan
Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Circle Wealth Management?
Maria L. Kattan-Chrin serves as Managing Partner and principal owner. Ann Kaplan acts as Partner. Both previously worked at Goldman Sachs private wealth.
How does Circle Wealth Management source proprietary deal flow?
The firm uses relationships from prior Goldman Sachs careers and participates in the Family Wealth Alliance. It also maintains an internal Circle Women's Forum for peer networks.
Is Circle Wealth Management structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office. The firm advises multiple high-net-worth families, trusts, and foundations rather than a single family.
Does Circle Wealth Management participate in fund commitments or only direct deals?
It participates in both. Confirmed investment types include private equity partnerships, hedge funds, fund-of-funds, and direct co-investments or SPVs.
What investment stages does Circle Wealth Management typically target?
The firm focuses on growth and expansion stages. It also allocates across buyout, mezzanine, and venture strategies through partnerships.
Where does the underlying wealth come from?
Capital originates from the partners' careers in investment management and advisory services at Goldman Sachs.
Does Circle Wealth Management maintain philanthropic structures, and how are they separated?
Maria L. Kattan-Chrin serves on boards including Lehigh University Endowment, Dana Farber Cancer Institute, and Women Moving Millions. These sit outside the core investment mandate.
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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