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.

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.