Herwig Investment & Co. Background & Overview Overview

General Information

Herwig Investment & Co. is a single-family office headquartered in Wakefield. The firm manages and preserves family capital through a disciplined approach to portfolio construction across public and private markets. With a focus on long-term value creation, it oversees investments spanning multiple asset classes and sectors—allocates resources to support generational wealth management, succession planning, and philanthropic initiatives while maintaining a commitment to prudent risk management.