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Circle Wealth Management Overview
Type
Family Office - Multi
Year Founded
2007
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
Website:
Website:
https://www.circlewm.com/
Year Founded:
2007
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
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