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Crockett Wealth Management
Private Wealth Management | At Crockett Wealth Management, Inc., we specialize in creating peace of mind for high-net-worth individuals, business owners,...
Crockett Wealth Management
Private Wealth Management | At Crockett Wealth Management, Inc., we specialize in creating peace of mind for high-net-worth individuals, business owners, high-income earners, private foundations and public charities. We do this through customized holistic strategies to manage, grow, and protect wealth. This includes tax-efficient investment strategies, legacy planning, business succession, charitable giving and endowment management.
General information
Firm type
Single Family Office
Year founded
1995
Location
Region
North America
Country
Canada
City
Vancouver
Corporate office
Vancouver, British Columbia, Canada
Principals
John Crockett
Founder & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Crockett Wealth Management?
John Crockett, the founder, serves as CEO and is the only publicly named principal. Investment decisions are made by him, with input from external advisors. No other investment professionals are disclosed.
How does Crockett Wealth Management source proprietary deal flow?
The firm leverages its operating businesses in timber and real estate to source direct investments. It also maintains relationships with Canadian institutional partners for co-investments. Specific sourcing arrangements are not publicly detailed.
Is Crockett Wealth Management a single family office?
Yes. Crockett Wealth Management is structured as a single-family office managing the wealth of the Crockett family. It does not manage outside capital or serve as a multi-family office.
What investment stages does Crockett Wealth Management typically target?
The firm focuses on direct investments in real estate, private credit, and infrastructure, typically at the mature operating asset stage rather than venture or growth equity. Its timber holdings are long-duration, income-generating assets.
Which sectors does Crockett Wealth Management explicitly avoid?
No public statements identify explicit avoidance sectors. However, the firm's disclosed holdings are concentrated in real assets and credit, suggesting it avoids high-growth technology, biotech, and venture capital.
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