A complete list of active advisors currently associated with Arden Global Family Offices
Warmer can help you find a great advisor at Arden Global Family Offices or one who fits your needs even better.
Ardenwood Advisors provides wealth and investment advisory services primarily to ultra‑high‑net‑worth families and related entities — including family offices, trusts, estates, foundations, endowments and investment companies — through a Family Wealth Program. Services described in the brochure include discretionary and non‑discretionary portfolio management, comprehensive financial planning and consulting, private fund and co‑investment opportunities, and administrative/concierge reporting. The firm describes a customized, multi‑asset approach that emphasizes long‑term, diversified allocations across U.S. and non‑U.S. public and private markets and may use third‑party money managers and separately managed accounts where appropriate. Ardenwood’s investment program also contemplates alternative strategies (including private funds, STOs and cryptocurrency products), and the firm sources and facilitates private placement and co‑investment opportunities for eligible clients while disclosing related performance‑based arrangements. Notable for a firm of this scale, Ardenwood operates with a single advising professional while also acting as managing member and investment adviser to at least one private fund, and it solicits client participation via subscription/private placement processes. The brochure highlights meaningful non‑U.S. market exposure in its strategies and formal fund reporting and custody procedures (including audited fund financials), and the firm’s client focus is on ultra‑HNW and institutional‑type relationships rather than retail, non‑HNW individuals.
To learn more about the advisors currently working at Arden Global Family Offices, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Palo Alto, CA
| 27
|
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