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Willet Irving
Willet Irving LLC offers a sophisticated wealth management and investment banking platform on behalf of the international investment community that is...
Overview
Willet Irving LLC offers a sophisticated wealth management and investment banking platform on behalf of the international investment community that is supported by a unique background in professional multi-asset investment coverage. Willet Irving focuses on implementing tactical investment strategies on behalf of qualified clients, serving as their out-sourced CIO team specializing in alternative investments. The platform also serves as a bespoke investment banking team for select private clients with unique mandates.
General information
Firm type
Bank / Wealth / Trust
Year founded
2012
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
Who runs investment decisions at Willet Irving?
Willet Irving does not publicly identify its investment committee members or principals. This level of opacity is common among private trust and wealth management firms in New York that serve a small number of ultra-high-net-worth families. The firm's discretion extends to personnel — no biographies, bylines, or conference appearances are attributable to the current leadership. This lack of public-facing principals is itself a structural signal: Willet Irving operates as a fiduciary bound to its clients, not as a public brand anchored to a named investor.
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