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Grassi Investment Management Overview
Type
Multi Family Office
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
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Santa Clara, United States
Portfolio & Notable Allocations
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