Wescott Financial Advisory Group
Wescott Financial Advisory Group is a multi-family office headquartered in Philadelphia. Founded in 1987 from founder Grant Rawdin’s tax and business law practice, the firm advises affluent families, entrepreneurs, trusts and institutions on investment...
Wescott Financial Advisory Group
Wescott Financial Advisory Group is a multi-family office headquartered in Philadelphia. Founded in 1987 from founder Grant Rawdin’s tax and business law practice, the firm advises affluent families, entrepreneurs, trusts and institutions on investment management, tax strategy, estate planning and philanthropic goals, managing several billion dollars in client assets—delivers life-minded wealth planning to multigenerational clients.
General information
Firm type
Multi Family Office
Year founded
1987
AUM
—
Location
Region
North America
Country
—
City
Philadelphia
Corporate office
—
Frequently asked questions
What is Wescott Financial Advisory Group?
Wescott Financial Advisory Group is a multi family office headquartered in Philadelphia.
When was Wescott Financial Advisory Group founded?
Wescott Financial Advisory Group was founded in 1987.
Where is Wescott Financial Advisory Group headquartered?
Wescott Financial Advisory Group is headquartered in Philadelphia, in the North America region.
What does Altss track for Wescott Financial Advisory Group?
Altss maintains an OSINT-verified profile of Wescott Financial Advisory Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Wescott Financial Advisory Group's website?
Wescott Financial Advisory Group's public website is wescott.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Wescott Financial Advisory Group?
Wescott Financial Advisory Group is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Wescott Financial Advisory Group?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Wescott Financial Advisory Group?
Wescott Financial Advisory Group's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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