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Tanager Wealth Management
Tanager Wealth Management opened in 2012. Jeffrey G., Alex Eichhorn and David G. established the firm to address cross-border needs of US-UK families.
Tanager Wealth Management
Tanager Wealth Management opened in 2012. Jeffrey G., Alex Eichhorn and David G. established the firm to address cross-border needs of US-UK families. The multi-family office structure lets clients access coordinated advice on pensions, estates and tax without separate US and UK providers. The firm allocates across index funds, private equity, real estate and fixed income. It avoids hedge funds and direct stock selection in favor of low-cost vehicles. Confirmed holdings include ITOT, VEA, VTI, GOOGL, AAPL and MSFT. Geographic reach covers North America, Europe and Asia. Ticket sizes start at $0.5 million. The firm does not run a direct-deal program. Assets total $1.1 billion. The team includes five named partners and additional advisers. A Philadelphia office supports US clients. Tanager maintains memberships in British-American Business, CISI and CFA Institute. July 2024: Tanager collaborated with Financial Software to improve tax-reporting capabilities. Dual regulation creates a structural difference. UK FCA and US SEC registration allows the firm to serve clients on both sides of the Atlantic under one entity. This setup reduces the need for separate advisers and simplifies reporting for expatriate families.
General information
Firm type
Multi Family Office
Year founded
2012
Location
Region
Europe
Country
United Kingdom
City
London
Corporate office
7th Floor, East Wing, 107 Cheapside, London, EC2V 6DN, United Kingdom
Additional offices
Philadelphia, PA, United States
Principals
Jeffrey G.
Founding Partner
Alex Eichhorn
Founding Partner
David G.
Founding Partner
Kristopher Heck
Partner
Patrick Mulhern
Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Tanager Wealth Management?
Founding partners Jeffrey G., Alex Eichhorn and David G. set overall direction. Additional partners Kristopher Heck and Patrick Mulhern handle client portfolios and planning.
How does Tanager Wealth Management source proprietary deal flow?
The firm relies on index funds and third-party vehicles rather than proprietary direct deals. It maintains relationships with custodians Charles Schwab, Fidelity and Pershing.
Is Tanager Wealth Management structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office. The firm serves multiple transatlantic households and does not focus on venture-stage investments.
Does Tanager Wealth Management participate in fund commitments or only direct deals?
The firm uses fund-of-funds and ETF vehicles. It does not run a direct-deal program.
What investment stages does Tanager Wealth Management typically target?
The firm targets diversified public markets and established private equity and real estate funds. Minimum ticket size is $0.5 million.
Which sectors does Tanager Wealth Management explicitly avoid?
The firm excludes tobacco and weapons holdings. It also avoids hedge-fund strategies.
Where does the underlying wealth come from?
Assets belong to American citizens living in Britain and British expatriates living in the United States.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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