EST. 1999 · SAN FRANCISCO

Preserving Wealth
Across Generations

A private institution dedicated to the stewardship of exceptional family wealth. We provide bespoke investment management, estate planning, and family governance to a select group of ultra-high-net-worth families.

OUR STORY

A Private
Legacy Institution

Infinity Family Office was founded to serve the complex, multi-generational financial needs of a single family. Over 25 years, our institutional capabilities and deeply personal approach have earned us the trust of a select group of exceptional families.

We operate with absolute discretion, acting solely in the interests of the families we serve. Our team combines the sophistication of a premier investment institution with the intimacy and continuity of a trusted family advisor.

We do not advertise. We do not seek scale. We serve a carefully limited number of families so that each receives our full and undivided attention.

"The measure of a great family office is not the returns it generates in a single decade, but the legacy it helps build across generations."

FOUNDING PRINCIPLE
WHAT WE DO

Comprehensive Family
Office Services

Every engagement is tailored to the unique circumstances, values, and aspirations of the family we serve.

Investment Management

Multi-asset portfolio construction with access to institutional-grade alternatives, private equity, hedge funds, and direct investments unavailable to conventional wealth managers.

Tax & Estate Planning

Sophisticated multi-generational wealth transfer strategies, trust structures, and tax optimization working in concert with your existing legal and accounting advisors.

Philanthropy & Impact

Private foundation management, donor-advised fund administration, impact investing, and strategic philanthropy that aligns with your family's values and legacy goals.

Family Governance

Family constitution drafting, governance structure design, next-generation financial education, and family council facilitation to ensure cohesion across generations.

Real Estate

Direct property acquisition, portfolio management, and real estate investment advisory across residential, commercial, and agricultural asset classes globally.

Concierge Services

Lifestyle management, private aviation coordination, security consulting, art advisory, and bespoke personal services — the full complement of a world-class family office.

I.

Capital Preservation First

Protecting what has been built is the foundation of everything. We never pursue returns that put principal at undue risk. Preservation precedes growth.

II.

Long-Term Thinking

We invest with a 10-30 year horizon. Quarterly performance is irrelevant. Generational outcomes are everything. This patience is our structural advantage.

III.

Private Markets Access

The most compelling opportunities are never public. Our relationships provide access to private credit, co-investments, and direct deals unavailable through conventional channels.

IV.

Asymmetric Returns

We seek situations where the upside is multiples of the downside. Careful structuring and deep due diligence allow us to participate in extraordinary outcomes with managed risk.

OUR PHILOSOPHY

An Investment
Philosophy Built
for Dynasties

We do not manage money. We steward legacies. Our investment philosophy has been refined over 25 years of serving families whose wealth must endure — and grow — across generations and market cycles.

25+
YEARS EXPERIENCE
$2B+
ASSETS UNDER ADVISEMENT
3
GENERATIONS SERVED
12
FAMILIES GLOBALLY
OUR PEOPLE

Advisors of Rare Depth

Our team brings together decades of experience from the world's leading investment banks, law firms, and family offices.

J

Jonathan Whitfield

CHIEF INVESTMENT OFFICER

30 years in institutional asset management. Former Managing Director at Goldman Sachs Private Wealth. Harvard MBA.

M

Margaret Chen, J.D.

DIRECTOR, TAX & ESTATE

Former partner at Skadden Arps. Specializes in multi-generational wealth transfer, dynasty trusts, and international tax structuring.

R

Robert Ashworth

DIRECTOR, FAMILY GOVERNANCE

Pioneer in family governance systems. Has facilitated family constitutions and councils for over 40 ultra-high-net-worth families worldwide.

GET IN TOUCH

Begin a Confidential
Conversation

We welcome introductory conversations with families who share our values of discretion, long-term thinking, and stewardship. All inquiries are held in the strictest confidence.

535 Mission Street, 14th Floor
San Francisco, CA 94105
+1 (415) 610-7366
introductions@infinityfamilyoffice.com

All communications are strictly confidential.