Stillforest Wealth Management

Edward Lee, the firm's founder and CEO, leads all investment decisions and sourcing efforts. The firm operates with a lean team structure, meaning Lee is directly involved in evaluating every direct real estate acquisition and private credit placement. This high-touch model avoids delegation to junior acquisition officers or external consultants.

Stillforest relies predominantly on off-market, relationship-driven sourcing within the New York metropolitan area and broader Northeast. Edward Lee's network among private owners, attorneys, and brokers allows the firm to identify multifamily and mixed-use properties before they reach the broadly marketed auction process. This sourcing model is designed to avoid competitive bidding environments and institutional auction platforms.

Stillforest operates as a multi-family office, serving a small, undisclosed number of ultra-high-net-worth families. However, unlike commercial multi-family offices that scale through advisor headcount, Stillforest functions more like a shared private investment office where each client family co-invests alongside the others in the same direct transactions, aligning interests and reducing fee layers.

The firm is overwhelmingly oriented toward direct deals — primarily direct real estate and originated private credit — rather than making blind-pool fund commitments to third-party managers. When private equity exposure is appropriate, Stillforest executes targeted co-investments alongside operators it already knows, avoiding the fee drag of traditional commingled fund structures.

Stillforest will selectively co-invest alongside external general partners, but only in direct deals where the firm's principals can underwrite the asset or credit independently. The firm does not participate in fund-of-one structures or managed accounts that cede investment discretion. The co-investment must match the direct-ownership thesis that defines the firm's core real estate and credit strategy.

While Stillforest handles comprehensive family office services — including consolidated reporting, tax coordination, and estate planning — there is no publicly available information indicating a separate philanthropic foundation or donor-advised fund program operated by the firm. Philanthropic advisory may be offered as part of the integrated family office service, but as a privately held entity, Stillforest does not disclose the specifics of its clients' charitable vehicles.