Korving & Company

The firm is led by its principals, though specific leadership names are not publicly disclosed. Investment decisions are made collectively by the firm's investment committee, which includes outside advisors when needed. This structure is common among multi-family offices that serve multiple unrelated families.

The firm uses its network of external advisors and relationships with other family offices to source co-investment opportunities. It does not have a dedicated deal origination team. Deal flow is typically opportunistic and filtered through the firm's conservative risk criteria.

Korving & Company is a multi-family office, meaning it provides comprehensive wealth management to multiple families under one roof. It goes beyond traditional wealth management by offering tax, estate, and philanthropic planning alongside investment management. However, its client base remains small and curated.

The firm focuses on public securities, real estate, and alternative assets with established track records. It avoids early-stage venture capital and high-growth private equity. The preference is for liquid or semi-liquid investments that align with wealth preservation goals.

The firm is independently owned and not affiliated with any bank, brokerage, or larger financial institution. Its location in Suffolk provides a regional focus on families in southeastern Virginia. No parent entity or spinout relationships have been publicly identified.