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The H Group
The H Group is a Portland-based multi-family office founded by Mark Taber in 1996, advising on over $3 billion across private and public markets.
The H Group
The H Group was established in 1996 by Mark H. Taber in Portland, Oregon, initially as a boutique planning and investment advisory for a small circle of technology and timber-wealth families. Over three decades, the firm evolved into a multi-family office serving high-net-worth and ultra-high-net-worth clients, with Adam C. Taber later joining as Chief Investment Officer to lead manager selection and asset allocation. The firm remains closely held and headquartered in Portland, serving clients concentrated in the Pacific Northwest and California. The firm constructs diversified portfolios spanning public equities, fixed income, private equity, private credit, and direct real estate. The H Group emphasizes access to institutional-grade investments typically unavailable to individuals, sourcing fund commitments across venture capital, buyout, and special-situations strategies. Its real estate sleeve favors direct property acquisitions in the Western United States, with a historical tilt toward commercial, multifamily, and industrial assets. The private-credit allocation is structured through commitments to established direct-lending funds and select co-investment vehicles. The H Group operates without any proprietary fund products. Its open-architecture model allows the investment team to allocate across managers including Dimensional Fund Advisors, AQR, Blackstone, and KKR, alongside smaller specialized firms. The firm expanded its footprint with a presence in the Bay Area to deepen its technology-founder client base. In September 2024, the firm formally added dedicated family-office services, including bill pay, tax coordination, and philanthropic planning, to its existing investment-management offering, signaling a push toward comprehensive balance-sheet management rather than asset-gathering alone. The H Group's structure as a pure fiduciary — earning fees only from clients, not from fund managers or product providers — separates it from many registered investment advisors that rely on proprietary strategies. The firm's multi-generational ownership, with a clear line of succession from founder to CIO, provides continuity uncommon among founder-led RIAs. Its investment committee operates with a flat hierarchy that requires consensus for any new manager added to the platform, a governance feature that limits style-drift but can slow adoption of emerging strategies.
General information
Firm type
Multi Family Office
Year founded
1996
AUM
$1B – $5B (Altss estimate)
Location
Region
North America
Country
United States
City
Portland
Corporate office
Portland, OR, United States
Principals
Mark H. Taber
Founder & CEO
Adam C. Taber
Chief Investment Officer
Sector focus
Frequently asked questions
Who makes investment decisions at The H Group?
Adam C. Taber serves as Chief Investment Officer and leads the investment committee, which operates on a consensus model for all new manager additions. Founder Mark H. Taber remains active as CEO, providing strategic oversight but ceding day-to-day portfolio construction to the investment team. The firm's flat investment-committee structure means no single individual has unilateral authority to add or remove a strategy from the platform.
How does The H Group source investment opportunities?
The H Group sources through long-standing relationships with institutional fund managers, direct property networks in the Western United States, and co-investment syndicates accessed via its manager relationships. The firm does not market itself as sourcing proprietary deal flow; its advantage lies in aggregating client capital to meet institutional minimums. For real estate, sourcing is concentrated in the Pacific Northwest and California markets where the principals have operated for three decades.
Does The H Group offer proprietary fund products?
No. The H Group operates an entirely open-architecture platform and does not manufacture or manage proprietary pooled investment vehicles. The firm earns fees solely from advisory relationships with clients, not from fund managers. This differentiates it from hybrid RIAs that blend advisory services with internal fund management.
What asset classes does The H Group allocate to?
Client portfolios typically include public equities, fixed income, private equity (venture capital, growth, and buyout), private credit (direct lending and special situations), and direct commercial and multifamily real estate. The firm also commits to select hedge fund strategies for qualified clients. Public-equity allocations often utilize factor-based strategies from managers such as Dimensional Fund Advisors and AQR, while private-markets access spans firms including Blackstone and KKR.
How is The H Group compensated?
The H Group operates on a fee-only fiduciary model, charging clients an advisory fee based on assets under management or a retainer structure. The firm does not accept commissions, revenue-sharing payments, or placement fees from fund managers. This alignment structure is designed to eliminate the conflict of interest that arises when an advisor receives compensation from product providers for steering client capital into specific funds.
Where are The H Group's clients concentrated?
The client base is concentrated in the Pacific Northwest — primarily Oregon and Washington — with a growing segment in Northern California, particularly among technology founders and executives in the Bay Area. The firm's Portland headquarters and a Bay Area presence anchor this geographic footprint, reflecting the migration of wealth within the Western United States over the firm's three-decade history.
Does The H Group provide services beyond investment management?
Yes. In September 2024, the firm formally expanded into integrated family-office services including bill pay, tax coordination, philanthropic planning, and multi-generational wealth education. This move positioned The H Group as a comprehensive family office rather than a discretionary investment manager alone. The firm does not provide in-house legal or tax-preparation services but coordinates them through vetted external providers.
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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