Seven Post Investment Office LP

Seven Post Investment Office LP is a privately owned partnership based in San Francisco, California. The company employs 14 people and generates over $10,000 in annual revenue. Seven Post Investment Office LP provides customized, independent investment counsel to high-net-worth individuals. They specialize in managing global multi-asset class portfolios, focusing on risk management and long-term investment results. The firm considers factors such as investment structure, taxes, socially responsible mandates, estate and trust planning, philanthropy, and income requirements when crafting portfolios for their clients. What sets Seven Post apart is its commitment to preserving and enhancing client wealth through continuous dialogue and education. They prioritize understanding client objectives and improving decision-making by engaging in open communication and sharing investment knowledge. Seven Post also maintains a value-oriented, long-standing investment philosophy, managing core investments and leveraging third-party sub-advisers on behalf of clients. Client assets are held in globally recognized custodian banks, ensuring institutional-level safety, transparency, and secure reporting. To connect with Seven Post Investment Office LP, you can visit their website at sevenpost.com.