Rikoon Group

Rikoon Group acts as an outsourced chief investment officer for its families. Portfolios typically feature a core of direct-indexed public equities and municipal bond ladders, tailored for tax sensitivity, with satellites in private credit and real estate. The firm selects external managers and negotiates direct co-investment access on behalf of its clients.

While based in Santa Fe, the firm primarily serves families in New Mexico, Colorado, and Texas. Its location informs a client base that includes business owners and inheritors from the energy, real estate, and creative sectors concentrated in the Mountain West and Southwest regions.

No. Rikoon Group does not operate a proprietary fund-of-funds or in-house investment vehicle. It functions as a fiduciary advisor, selecting third-party managers and providing consolidated performance reporting and tax optimization across the resulting multi-asset portfolios.

Sourcing for private markets exposure typically comes through long-standing relationships with regional and national fund managers. The firm leverages aggregated family capital to gain access to lower-middle-market buyout, private credit, and real estate strategies that individual clients could not easily access directly.

Rikoon Group operates exclusively as a fee-only registered investment advisor. It does not earn commissions, sell proprietary products, or maintain broker-dealer affiliations. This structure aligns the firm's compensation solely with client asset growth and retention, removing transactional conflicts from the advisory relationship.