Multi-Family Office

Updated:

Cunniff & Goldfarb

Cunniff & Goldfarb was established to provide comprehensive financial stewardship for wealthy families, operating from dual hubs in Brooklyn, New York,...

Cunniff & Goldfarb

Cunniff & Goldfarb was established to provide comprehensive financial stewardship for wealthy families, operating from dual hubs in Brooklyn, New York, and San Diego, California. The firm's founding partners, whose names form the firm's title, structured it as a multi-family office that combines investment advisory with broader wealth management services. The firm's strategy spans traditional asset classes including publicly traded equities and fixed income, alongside alternative investments such as private equity and real assets. Cunniff & Goldfarb deploys capital through a combination of direct investments and fund commitments, tailored to each client family's risk profile and liquidity needs. Their portfolio construction emphasizes diversification across geographies and asset types, with a focus on long-term capital preservation. Team size and total assets under management are not publicly disclosed. The firm operates two offices to serve families on both the East and West Coasts. No recent operational events are on public record for the last 24 months. Cunniff & Goldfarb differentiates itself through a multi-family office structure that provides institutional-quality investment management to families that may not have the scale to justify a dedicated single-family office. The firm's governance model is designed around a fiduciary duty to client families, with all investment decisions made through a disciplined committee process.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Brooklyn

Corporate office

Brooklyn, New York, United States

Additional offices

San Diego, California, United States

Frequently asked questions

How does Cunniff & Goldfarb source investment opportunities?

The firm sources opportunities through a combination of direct relationships with private equity and venture capital funds, as well as proprietary deal flow from its network of family office peers and advisors. They also conduct manager research to identify fund managers with consistent performance and aligned incentives.

What is the minimum wealth threshold for clients at Cunniff & Goldfarb?

The firm does not publicly disclose its minimum client threshold, but multi-family offices of this profile typically serve families with $10 million or more in investable assets. The actual threshold may vary based on the complexity of the family's financial situation.

Does Cunniff & Goldfarb offer tax and estate planning services?

Yes, the firm provides comprehensive wealth planning including estate planning, tax strategy, and generational wealth transfer. These services are integrated with their investment management to address both current financial goals and long-term succession needs.

How does Cunniff & Goldfarb make investment decisions?

Investment decisions are made through a committee process designed to ensure disciplined risk management. The firm employs a research-driven approach, considering both top-down macroeconomic factors and bottom-up security analysis.

Is Cunniff & Goldfarb structured as a single-family office or does it serve multiple families?

The firm operates as a multi-family office, serving multiple ultra-high-net-worth families. This structure allows clients to access institutional-caliber investment resources and advisory expertise at a lower cost than establishing a single-family office.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo