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Wiss Family Office
Wiss Family Office operates as the multi-family office arm of Wiss & Company, an accounting and advisory firm established in 1969. Paul Peterson founded the...
Wiss Family Office
Wiss Family Office operates as the multi-family office arm of Wiss & Company, an accounting and advisory firm established in 1969. Paul Peterson founded the parent entity and continues as CEO. The family office unit provides coordinated services in tax, estate planning, and investment oversight to privately held and family-run businesses. The firm addresses real estate wealth through entity structuring, trust vehicles, and 1031 exchanges. It supports Family Limited Partnerships and irrevocable trusts including SLATs and GRATs. Geographic activity centers on North America with emphasis on New Jersey real estate holdings. Investment types include direct real estate, digital assets, and philanthropic vehicles. Confirmed sector exposure spans PropTech, Healthcare Services, AgriTech & FoodTech, AI/ML, and Enterprise Software. Team size and exact deployment figures remain undisclosed. The organization maintains affiliations with AICPA and NJCPA. Adjacent vehicles include The Wiss Foundation Inc. No dated operational events from the last 24 months appear in available records. The structural arrangement links the family office directly to an established accounting practice. This integration supplies in-house tax, audit, and advisory capabilities that standalone family offices typically source externally.
General information
Firm type
Multi Family Office
Year founded
1969
Location
Region
North America
Country
United States
City
Florham Park
Corporate office
Florham Park, NJ, United States
Principals
Stephanie Hughes
CEO of Wiss Private Client Advisors
Paul Peterson
CEO and Partner of Wiss & Company
Amanda Dominguez
COO and Partner of Wiss & Company
Hrishikesh Pippadipally
CIO & Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Wiss Family Office?
Stephanie Hughes serves as CEO of Wiss Private Client Advisors. Hrishikesh Pippadipally holds the role of CIO and Partner. Paul Peterson leads the parent firm Wiss & Company.
Does Wiss Family Office participate in fund commitments or only direct deals?
Available records indicate activity in direct real estate holdings and digital assets. No fund commitments or co-investor participation details are disclosed.
What investment stages does Wiss Family Office typically target?
Confirmed stages include Early Stage and Startup. The firm also manages mature real estate portfolios across multiple generations.
Where does the underlying wealth come from?
Wealth origin is not publicly attributed to a specific family branch. The office serves multiple high-net-worth families through its multi-family office structure.
How is Wiss Family Office related to Wiss & Company?
Wiss & Company serves as the parent accounting and advisory firm. The family office operates as Wiss Private Client Advisors within that structure.
Does Wiss Family Office maintain philanthropic structures?
The Wiss Foundation Inc. is listed as an affiliated philanthropic vehicle. Separation details between the foundation and investment activities are not specified.
What is Wiss Family Office's known posture on co-investments alongside external GPs?
No information on co-investment activity with external general partners is available in the source material.
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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