Roundview Capital Family Office Overview

General Information

Roundview Capital Family Office is a multi-family office headquartered in Princeton, United States. Founded in 1992, the firm originated from Alter Asset Management and focuses on discretionary investment management, holistic financial planning and family office services for high-net-worth families, foundations and select institutions. Led by co-founders Howard T. Alter and Stephen K. Shueh, it aligns fiduciary advice with long-term objectives to steward and grow multigenerational wealth.