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Grassi Investment Management Background & Overview Overview
Type
Family Office - Multi
General Information
Grassi Investment Management is a multi-family office headquartered in Santa Clara. The firm provides investment management and advisory services to high-net-worth families, focusing on portfolio construction, risk management, and integrated wealth solutions. Grassi Investment Management assists clients with asset allocation, tax planning, philanthropic initiatives, and legacy planning—offers tailored strategies designed to preserve and grow family wealth across generations while addressing complex financial needs.
Contact Information
Website:
Year Founded:
Grassi Investment Management Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Family Office - Multi
Grassi Investment Management Leadership & Principals
Title:
Email:
Corporate Office:
Santa Clara, US
Grassi Investment Management Portfolio & Notable Allocations
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