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Compound Planning Overview
Type
Multi Family Office
Year Founded
2021
General Information
Compound Planning is a multi-family office headquartered in New York, United States. Founded in 2019 from venture-backed technology founders’ wealth, the firm manages more than $2 billion in assets and integrates comprehensive tax, investment and estate planning on a unified digital advisory platform. Its 50-plus advisor team serves entrepreneurs, professionals and retirees nationwide—delivering evergreen growth capital.
Contact Information
Website:
https://www.compoundplanning.com
Year Founded:
2021
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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