Fountainhead Wealth Planning

The firm does not publicly disclose its chief investment officer or managing principal. Decision-making authority likely rests with the founding family or a designated family council, supported by an internal investment team. Because Fountainhead does not manage outside capital, its governance structure remains private.

Fountainhead sources deal flow through direct relationships with venture capital firms, real estate developers, and private credit originators. Rather than running a public deal-sourcing funnel, the office relies on its standing within co-investor networks to access allocation opportunities in early-stage companies and off-market property transactions.

Fountainhead operates as a single family office. It does not provide wealth management or advisory services to outside clients, nor does it accept third-party capital. All investment activities are conducted as a principal, with the family's own balance sheet bearing all risk and reward.

The office blends direct investments with selective fund commitments. It negotiates direct equity and real estate stakes while also allocating to private equity and venture capital funds where general partner relationships provide co-investment rights or specialized sector expertise. The precise mix is not publicly disclosed.

Fountainhead's venture activity spans seed through growth-stage rounds, with a focus on enterprise software, fintech, and health-tech companies. The office typically participates in priced equity rounds alongside established lead investors rather than leading rounds itself.