The Multifamily Office, Reimagined
Pennington Partners mission is to elevate the lives of highly successful entrepreneurial founders and their families with a full suite of modern investment, wealth planning, and personal financial administration solutions - all intentionally designed to support the complex needs of our partners.
Pennington Partners was born out of a desire to fundamentally reimagine the family office and provide our partners with a holistic solution to growing, protecting and passing on their legacy.
Our Multi-Family Office addresses the challenges inherent in the traditional family office by providing all of our partner families with access to a full suite of dedicated investment, tax and estate planning solutions, delivered with personalized care and a singular focus on helping you achieve your goals and leave a legacy.
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We’ve been in your shoes. As entrepreneurs ourselves, we understand the myriad of challenges and complexities you face when managing your investments, thinking through your next chapter, navigating tax laws, educating the next generation, and ultimately - leaving a legacy. We offer our partners a cohesive set of solutions to protect and grow wealth, simplify the administration of personal finances, ensure a legacy, and most importantly, make their lives easier.
Our founders, with backgrounds in private equity and financial services, started Pennington with capital generated primarily from successful exits of family businesses - now, we manage over $3 billion on behalf of ourselves, our families and our clients. With empathy derived from our own experiences, we expertly craft bespoke wealth and financial solutions to alleviate the pain points we encountered ourselves to help individuals and families achieve their goals.
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We believe that the resources and approach needed to serve Founders, CEOs, wealth creators, and multi-generational families of complex wealth is continuously evolving. That’s why the quality of the people that support you is a true differentiator for us as an organization. Our multi-disciplinary team is intimately engaged in the high level strategy and the details to support our partner families in achieving their goals.
We’ve learned the common blueprint for success involves alignment of investing alongside each other, sharing best practices, being solutions driven, following through, and always putting the families that we partner with first. We make it our mission to over deliver and create an impact that will endure for generations, making a lasting difference for the families that we have the privilege of partnering with.
We ensure you have access to the resources you need from prioritizing your health and wellness goals to building truly tailored and bespoke investment strategies. We invest your wealth with thought and rigor, at a risk tolerance you are comfortable with, so you can focus on what really matters: enjoying your life.
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We provide objective, sophisticated guidance to entrepreneurs, CEOs, Founders, and their families. We offer a breadth of services, including wealth planning and personal financial administration services that can be accessed individually, or in any combination that suits the needs of our partners. The common denominator is that each of these capabilities is designed around the complex needs of affluent, entrepreneurial individuals and families.
Explore some of the solutions we offer below from tax-advantaged alternative income investing through our PPA platform, to exit planning and personal financial administration. We’ll work with you to create a plan that is tailored and personalized to you and your family’s unique situation.
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Family Office & Operating Partnership
Intelligent Investment Solutions for Generational Wealth
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Alternative Investing
Differentiated Alternative, Tax-Advantaged Investment Solutions
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Exit Planning & Strategy
Objective, Sophisticated Guidance For Entrepreneurs and Executives
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Personal Financial Administration
Simplify Your Finances and Maximize Your Time
In The News
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The Direct Deal Slowdown in Family Offices Is Real
Although institutional-grade family offices have long prized directly investing in companies, rather than working with private equity firms, concerns about liquidity, rising interest rates, and inflation have some choosing to sit on the sidelines, new data showed.
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Pennington Partners Named a Winner in the Tenth Annual Family Wealth Report Awards 2023
Pennington Partners, a multi-family investment office that specializes in working with entrepreneurs, CEOs / founders, and their families, has been selected as a winner in the Best 'Multi-Family Office (Up to and Including $2.5 Billion AuM/AuA)' category at the Tenth Annual Family Wealth Report Awards 2023 program.
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Family Offices Have Dry Powder Ready to Deploy on Real Assets
It’s no surprise that family offices are approaching all new investments with greater caution amid recent market volatility. At the same time, many families are holding onto cash that they are looking to put to work. They may target real assets in the coming years with real estate remaining one attractive target for that capital.
“The alignment of interests when investing capital and resources across the founding and operating partner families is at the core of our ethos.”
— Rodd Macklin, Co-Founder