Papamarkou Wellner Perkin
A leading global independent multi-family office providing innovative, strategic, and financial advice, offering bespoke investment management and merchant banking solutions to high-net-worth individuals, family offices, endowments, and foundations.
1982
Wholly-owned, independent, and well-capitalized enterprise.
Emphasis on prudent risk management and structuring downside protection for investments.
New York, Ny, United States
About
Mission
Long-term investment philosophy stemming from a family office, focusing on active multi-generational investing.
Values
Entrepreneurialism, collaboration, creativity, client service, structural alignment, and co-investing.
Participant Demographics
Serving high-net-worth individuals, family offices, endowments, and foundations with a focus on over 200 family office relationships globally.
Track Record
Team Experience
Average of 30 years of experience in domestic and international high-net-worth and institutional investing.
Notable Achievements
Extensive global relationships and unique access to exclusive investment opportunities.
Project Track Record
Exclusive private equity offerings, boutique hedge funds, direct transactions, and venture capital investments.
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New York, Ny, United States
Legal & Compliance
SEC, FINRA, SIPC, NFA, MSRB.
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