Multi-Family OfficeRIA · CRD 140518SEC-Registered

Updated:

HEADINVEST

HEADINVEST is a multi-family office managing capital for select families. Focus on long-term value creation via diversified investments and partnerships.

HEADINVEST

HEADINVEST identifies as a multi-family office, a structure that typically serves several wealthy families under one advisory and investment umbrella. The firm was established to provide asset management, estate planning, and strategic guidance, likely with a focus on preserving intergenerational wealth. No founding year or named principals are available from public records, though the firm's name suggests a core activity of making principal investments. The firm's investment strategy appears to target a broad range of asset classes, including equities, private equity, and real assets. HEADINVEST may engage in both fund commitments and direct deal-making, depending on the opportunities presented. Without specific portfolio company disclosures or deal history in public sources, its exact stage preferences and geographic focus remain unconfirmed. Team size and office locations are not public. The firm may operate a lean structure typical of multi-family offices, with a small number of professionals managing relationships and investment due diligence. No philanthropic vehicles or operating companies associated with HEADINVEST are recorded in public records. HEADINVEST's structural differentiator is its multi-family office model itself, which consolidates investment, tax, and estate functions for multiple families under one roof. This setup allows shared operational costs and pooled deal access. However, the absence of public disclosures limits deeper comparison with similar firms.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What is HEADINVEST's investment focus?

HEADINVEST describes itself as a multi-family office, likely investing across a range of asset classes including equities, private equity, and real assets. The firm probably targets both fund commitments and direct co-investments, but specific sector preferences or stage focuses are not disclosed in public sources.

Who runs investment decisions at HEADINVEST?

No named principals or investment committee members are listed in public records for HEADINVEST. This is common for private family offices that operate with a low public profile. Investment decisions may be made by a team of internal professionals or by the families themselves.

How does HEADINVEST source deal flow?

HEADINVEST likely relies on its network of relationships among family offices, investment banks, and private equity firms to source deals. As a multi-family office, it may also benefit from shared deal flow among its client families. Specific sourcing strategies are not public.

Is HEADINVEST a single-family office or multi-family office?

HEADINVEST describes itself as a multi-family office, meaning it serves multiple wealthy families rather than being the investment vehicle for a single family. This structure allows for shared resources and broader diversification across the families' assets.

Does HEADINVEST make direct investments or only fund commitments?

Based on its name and typical multi-family office practices, HEADINVEST likely makes both direct investments and fund commitments. The mix likely depends on the specific needs of its family clients. No specific examples of direct holdings are available in public sources.

Where is HEADINVEST based?

HEADINVEST's headquarters location is not publicly listed. The firm may be based in a jurisdiction that allows privacy, such as Switzerland or a US state with strong privacy laws. No office addresses are available in public records.

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.

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