Montcalm Partners Background & Overview Overview

General Information

Montcalm Partners is a multi-family office headquartered in New York. The firm provides comprehensive wealth management and investment advisory services to families seeking to preserve and grow their capital across generations. Montcalm Partners structures tailored solutions that address complex financial needs, including estate planning, tax optimization, and alternative asset allocation—supports clients with a disciplined approach to long-term wealth stewardship and multi-generational planning.