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Private Client Advisers
Founded by an undisclosed team that claims decades of multi-generational wealth management, Private Client Advisers operates out of Midvale and extends its...
Private Client Advisers
Founded by an undisclosed team that claims decades of multi-generational wealth management, Private Client Advisers operates out of Midvale and extends its reach across North America and Europe. The firm works with several hundred client families — ranging from startup founders to Fortune 500 executives — and packages its offering through what it calls 'single-family office services,' bundling investment advisory with tax preparation, estate planning, asset protection, and philanthropic design under one roof. The investment footprint is unusually wide. Confirmed asset-class activity touches private equity, hedge funds, real estate, commodities, digital assets, startups, and collectibles and passion assets. Sector preferences run from Luxury, Energy Transition and Renewables, AgriTech and FoodTech, Healthcare Services, and ClimateTech into technology-focused themes around AI/ML, ESG, and blockchain. The firm deploys across North America and Europe, though it names no specific deals, portfolio companies, or external co-investors. Team size and total deployment are undisclosed. The site lists Colby Hatch as its public contact and references a broader group of affiliates — a structure that implies a lean core team supported by external specialists rather than a deep in-house bench. No adjacent vehicles, club memberships, or separate philanthropic foundations are named. Structurally, Private Client Advisers functions less like a single-family-office platform and more like an integrated financial-design practice: it blends tax and estate law, risk consulting, and multi-asset allocation into a single advisory stack, then layers on blockchain and AI/ML exposure in a way that feels current-cycle. That blurring of lines between a family office, an RIA, and a boutique consulting practice is the firm's genuine differentiator.
General information
Firm type
Multi Family Office
Year founded
2012
Location
Region
North America
Country
United States
City
Midvale
Corporate office
Midvale, UT, United States
Principals
Colby Hatch
Contact
Sector focus
Frequently asked questions
Who runs investment decisions at Private Client Advisers?
The firm's public-facing contact is Colby Hatch. Beyond that, the firm discloses no investment committee structure or named portfolio manager. Its site references a team and affiliate network that has 'managed wealth for generations of families,' suggesting decisions draw on a mix of internal principals and external specialists rather than a single named CIO.
How does Private Client Advisers source opportunities?
The firm does not disclose a dedicated sourcing model. Its broad asset-class activity — from private equity and startups to collectibles and commodities — points to opportunistic sourcing likely driven by advisor relationships and client demand rather than a proprietary origination engine.
What investment stages does Private Client Advisers typically target?
The firm's investment-type list includes startups, private equity, and hedge funds, which spans early-stage venture through to mature buyouts and liquid alternatives. No minimum check size, stage preference, or fund-commitment threshold is publicly stated.
Is Private Client Advisers strictly an advisory practice, or does it manage discretionary capital?
The firm's language points to an advisory-and-implementation model rather than a pure consulting shop. It delivers 'single-family office services' that integrate investment advisory with tax, estate, risk, and fiduciary work — a structure that typically includes discretionary or nondiscretionary asset management, though the legal form of those mandates is not disclosed.
Which sectors does Private Client Advisers explicitly avoid?
The firm publishes no exclusion list. Its confirmed sector tags — Luxury, Energy Transition and Renewables, AgriTech and FoodTech, Healthcare Services, and ClimateTech — are affirmatively named interests; unknown is whether it deliberately avoids sectors such as defense, tobacco, or gambling.
Does Private Client Advisers maintain philanthropic structures for client families?
Yes. Its scope of services explicitly includes philanthropy alongside family governance, tax planning, and fiduciary services. However, no separate philanthropic foundation or donor-advised-fund sponsor is named on its site.
What is Private Client Advisers' known posture on co-investments alongside external managers?
No co-investment posture is disclosed. The firm lists private equity and startups as investment types and does not name any GPs, club-deal groups, or co-investor networks — leaving open whether it participates alongside external managers or invests solely through managed accounts and direct positions.
Profile maintained by Altss 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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