Whitegate Investment Counselors

The firm builds bespoke, tax-aware portfolios spanning global equities, fixed income, and alternatives including private equity, real estate, and hedge funds. Rather than offering proprietary funds, Whitegate combines direct indexing, separately managed accounts, and external manager selection to match each family's liquidity and legacy goals.

Legally structured as a registered investment advisor, Whitegate functions like a multi-family office by serving a limited number of wealthy families under a fiduciary, fee-only model. This avoids the product-pushing incentives of brokerage firms while mimicking the comprehensive service of a dedicated family office.

A chief investment officer or managing principal typically leads the investment process, supported by an internal investment committee. The lean team structure keeps decision-making centralized and high-conviction, without the bureaucracy of larger institutional managers.

Whitegate maintains a deliberately low profile with a concentrated client roster. The firm's capacity is constrained by its boutique structure, suggesting new relationships are accepted only selectively and often through existing client referrals.

The firm structures portfolios for multi-generational wealth transfer, allowing illiquid commitments that span decades. This long-horizon approach aligns investment timelines with the actual spending and legacy goals of the families served, rather than quarterly performance benchmarks.