# Oracle Private Wealth

Oracle Private Wealth is a Multi Family Office based in Lutherville, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Lutherville, United States
- **Region:** North America
- **Address:** Lutherville, United States
- **Founded:** 2008
- **Assets under management:** 300 (Altss estimate)
- **Website:** https://www.oraclepw.com/
- **LinkedIn:** https://www.linkedin.com/company/oracle-capital-strategies-llc

## About

Audrey Drossner established Oracle Capital Strategies to serve multiple high-net-worth families. The firm operates from Lutherville and maintains an affiliate relationship with Summit Financial that began in January 2024. Oracle Capital Strategies deploys capital across public equities, private markets, and mission-related investments. It structures portfolios to match individual family mandates rather than pooled fund vehicles. Geographic activity centers on North America. No specific portfolio holdings or co-investors appear in public records. The firm lists three named principals and several client service staff. It maintains an affiliated entity, Oracle Fiduciary Partners, LLC, registered in Maryland. The January 2024 affiliation with Summit Financial expanded its operational platform. Oracle Capital Strategies functions as a multi-family office with direct advisory relationships rather than a fund sponsor. Governance and estate planning services sit alongside investment management under the same principals.

## Sectors

- Philanthropy

## People

- Audrey Drossner — Founding Member
- Margaret Anderson — Principal
- Julia Vaughn — Principal

## Questions

### Who runs investment decisions at Oracle Capital Strategies?

Audrey Drossner serves as founding member. Margaret Anderson and Julia Vaughn act as principals overseeing client advisory and wealth planning.

### Is Oracle Capital Strategies structured as a single family office or multi-family office?

It operates as a multi-family office serving multiple high-net-worth families and individuals.

### What asset classes does Oracle Capital Strategies use?

The firm allocates across public equities, private markets, and philanthropic investments.

### Where does Oracle Capital Strategies invest geographically?

Activity centers on North America.

### How is Oracle Capital Strategies connected to Summit Financial?

As of January 2024 the firm joined Summit Financial's Summit Growth Partners program as an affiliate partner.

### Does Oracle Capital Strategies maintain separate fiduciary entities?

Yes. Oracle Fiduciary Partners, LLC is registered in Maryland alongside the main entity.

### What services beyond investments does Oracle Capital Strategies provide?

The firm offers estate planning and family governance solutions in addition to portfolio construction.

## Related profiles

- [Jarir Investment](https://altss.com/profile/jarir-investment)
- [Prada Assessoria](https://altss.com/profile/prada-assessoria)

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Last updated: 2026-07-08T18:26:55.212Z

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