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Compound Planning Overview
- Type
- Multi Family Office
- Year Founded
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:
- Open To First Time Funds:
- Institution Type:
- Multi Family Office
- Corporate Office:
- 3102 West End Avenue, Suite 400, Nashville, TN 37203
- LinkedIn:
- LinkedIn Profile
Investment Focus & Strategy
Leadership & Principals
Portfolio & Notable Allocations
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