REHMANN WEALTH

The underlying capital traces back to the Rehmann accounting and professional services firm founded in Saginaw, Michigan, in 1941. Over eight decades, the firm generated substantial wealth serving midsized businesses and individuals across the Midwest. The investment office separated from the accounting partnership operationally, particularly after the accounting firm's broader regional merger, leaving the family office with an independent capital base.

David Rehmann serves as President and is the primary investment decision-maker, supported by a lean internal team and a network of operating partners. The governance reflects the concentrated authority typical of single-family offices where the lead principal retains direct oversight of capital allocation rather than delegating to a separate CIO or external investment committee.

Deal flow is primarily relationship-based, drawing on multi-decade connections within Michigan's industrial, agricultural, and professional services communities. The family's deep regional presence and the legacy Rehmann accounting firm's client network provide access to off-market or limited-process opportunities in lower-middle-market credit and real estate that rarely reach the broader auction market.

The firm allocates across private credit, real estate, and private equity. The credit book includes senior and subordinated lending to family-held manufacturing and logistics businesses. Real estate activity includes multi-family and value-add commercial projects concentrated in secondary Michigan markets. The firm does not pursue venture capital, publicly traded equities as a core strategy, or technology startups.

Yes, the firm participates in direct co-investments alongside regional operating partners and occasionally other family offices with complementary capital. Co-investment activity is typically project-specific rather than through formal club structures, reflecting the office's preference for direct negotiated terms rather than pooled fund commitments.

Rehmann Wealth is a single family office managing the capital of the Rehmann family. It does not offer investment services to external clients, nor has it pursued a multi-family office model despite the family's origins in a client-serving professional services firm. The office's sole function is managing proprietary family capital.

The primary focus is the Great Lakes region and the broader US industrial base, with particular emphasis on Michigan, Ohio, and surrounding states. The firm's real estate activity concentrates in secondary Michigan markets, while its credit and private equity investments extend to family-held middle-market businesses throughout the Midwest and into select Sun Belt industrial corridors.