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Team Hewins
Team Hewins was founded in 1986 by Roger Hewins, a veteran advisor who built the practice around a proprietary financial-planning framework aimed at...
Team Hewins
Team Hewins was founded in 1986 by Roger Hewins, a veteran advisor who built the practice around a proprietary financial-planning framework aimed at high-net-worth families. The firm remained boutique for decades before steadily expanding its footprint. It now operates from primary offices in Redwood City, California, and Boca Raton, Florida, reflecting a bi-coastal client base of wealthy families, corporate executives, and retirees. Led by CEO Angela Biever and Managing Director of Investment Strategy Rhys Williams, Team Hewins manages portfolios that mix direct indexing, low-cost exchange-traded funds, and institutional alternative investments. The firm is a vocal advocate for evidence-based investing, seeking to deliver tax-efficient outcomes rather than chase market-timing alpha. Client portfolios typically span US and international public equities, fixed income, and private credit, with tactical tilts driven by their internal capital-markets assumptions. They do not operate as a venture shop but have constructed alternatives exposure primarily through fund vehicles and structured products. As a registered investment advisor, Team Hewins reports its regulatory assets under management in SEC filings, though it does not publish a promotional AUM figure. The firm employs a deep advisory bench rather than a large standalone research division, using a centralized investment committee to set asset-allocation policy across accounts. Adjacent to core wealth management, the practice provides estate-coordination services and tax-aware withdrawal planning, which account for a material share of its value proposition. Structurally, Team Hewins is noteworthy for its longevity as a founder-led, multi-family office that has rejected the aggregator M&A path that consolidated many of its peers. Roger Hewins remains President while the next generation of leadership executes on day-to-day management, a succession model more common among single-family offices than wealth managers of this scale. This continuity has preserved a homogeneous client experience, often a differentiator in a market where roll-ups erase firm DNA.
General information
Firm type
Multi Family Office
Year founded
1986
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Redwood City
Corporate office
Redwood City, CA, United States
Additional offices
Boca Raton, FL
Principals
Roger Hewins
Founder and President
Angela Biever
Chief Executive Officer
Rhys Williams
Managing Director, Investment Strategy
Frequently asked questions
Who runs investment decisions at Team Hewins?
The firm's investment committee, led by Managing Director of Investment Strategy Rhys Williams, sets the central asset-allocation policy. Portfolio construction for each household is then executed by individual advisors using the committee's approved investment list. This bifurcation means tactical tilts remain centralized while implementation is personalized to a client's tax situation.
Does Team Hewins manage assets on a discretionary basis?
Yes. Team Hewins operates as a registered investment advisor and exercises full discretionary authority over the majority of its client accounts. It reports this discretionary asset figure in its annual Form ADV filing with the SEC.
How does the firm access private markets for its clients?
Team Hewins sources alternative investments through third-party fund vehicles, private credit funds, and structured products rather than through direct co-investments or proprietary deals. Being a multi-family office with a relatively modest alternatives book, they rely on external managers to deliver non-correlated return streams while the advisory team focuses on total-portfolio construction and tax management.
Why does the firm maintain offices in both Northern California and South Florida?
The Redwood City office serves a longstanding client base of Bay Area executives, entrepreneurs, and venture capitalists, while the Boca Raton office was established to support families and retirees who relocated to or maintain residences in South Florida. The dual presence also allows the firm to advise clients on state-specific tax-residency planning across two jurisdictions with materially different income-tax regimes.
What is Team Hewins' stance on active versus passive management?
The firm tilts heavily toward evidence-based, passive investing for its public-market exposure, predominantly using direct indexing and low-cost ETFs. It reserves active management for areas it considers less efficient, such as private credit and specific alternative strategies, while publicly questioning the after-tax value of high-turnover active mutual funds.
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