Crown Wealth Group
Crown Wealth Group is a multi-family office headquartered in Charlotte. The firm provides comprehensive financial oversight and advisory services to affluent families, offering a single point of contact for wealth management, tax planning, risk management,...
Crown Wealth Group
Crown Wealth Group is a multi-family office headquartered in Charlotte. The firm provides comprehensive financial oversight and advisory services to affluent families, offering a single point of contact for wealth management, tax planning, risk management, and intergenerational wealth transfer. Its platform addresses the complex needs of high-net-worth clients—enables families to streamline financial decision-making and preserve wealth across generations.
General information
Firm type
Multi Family Office
Year founded
2018
AUM
—
Location
Region
North America
Country
—
City
Charlotte
Corporate office
2108 South Boulevard Suite 300
Frequently asked questions
What is Crown Wealth Group?
Crown Wealth Group is a multi family office headquartered in Charlotte.
When was Crown Wealth Group founded?
Crown Wealth Group was founded in 2018.
Where is Crown Wealth Group headquartered?
Crown Wealth Group is headquartered in Charlotte, in the North America region.
What does Altss track for Crown Wealth Group?
Altss maintains an OSINT-verified profile of Crown Wealth Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Crown Wealth Group's website?
Crown Wealth Group's public website is crownwealthgroup.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Crown Wealth Group?
Crown Wealth Group is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Crown Wealth Group?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Crown Wealth Group?
Crown Wealth Group's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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