Seven Post Investment Office

Seven Post Investment Office

Seven Post Investment Office functions as a multi-family office serving high-net-worth families and individuals. Its founders left Goldman Sachs Private Wealth Management to establish the firm, which maintains a San Francisco headquarters and focuses on portfolio construction and risk management. The firm deploys capital across public equities, private equity, real estate, private credit and fund-of-funds vehicles. Confirmed holdings include positions in Williams Companies reported in Q2 2025 and multiple Vanguard and SPDR ETFs. It maintains a direct co-investment program alongside third-party managers and holds geographic exposure across North America and Europe. Additional confirmed interests span FinTech, SpaceTech and supply-chain technology. The firm reports $8.3 billion in assets under management. It maintains relationships with custodians including Fidelity and Charles Schwab, and operates Seven Post Trust Company in Nevada. Charles J. McMinn, a founder, owns Vineyard 29 in Napa Valley. The firm attended the Milken Global Conference in 2025 and the Groundbreaking Women Summit in 2025. Seven Post maintains an emerging manager program and an ESG policy that incorporates socially responsible mandates. Its ownership of operating businesses such as Vineyard 29 and direct real estate assets creates a hybrid structure that integrates investment management with principal-owned operating companies.