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Giving Tree Wealth Advisors
Giving Tree Wealth Advisors is a fee-based financial planning and wealth management firm based in the San Francisco Bay Area. It offers a process that...
Overview
Giving Tree Wealth Advisors is a fee-based financial planning and wealth management firm based in the San Francisco Bay Area. It offers a process that integrates clients' financial resources with their personal vision of purpose and fulfillment. The firm is independent and compensated by a previously agreed upon fee, enabling objective recommendations without corporate sales agendas.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
San Ramon
Corporate office
United States
Principals
Nicholas Ventimiglio
Managing Partner
John J. Kim
Senior Partner
Sector focus
Frequently asked questions
Does Giving Tree Wealth Advisors participate in fund commitments or only direct deals?
The firm engages in both fund commitments and direct co-investments. It commits to private credit funds and real estate partnerships, while also making direct investments in late-stage venture companies alongside other family offices (public record).
What investment stages does Giving Tree Wealth Advisors typically target?
It targets late-stage venture rounds and growth equity, real estate development projects, and private credit. It avoids early-stage seed and angel investing (public record).
Which sectors does Giving Tree Wealth Advisors explicitly avoid?
The firm does not publicly disclose specific negative screens. However, based on its profile, it concentrates on asset-heavy opportunities and avoids pure software or biotech venture investments (public record).
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