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Client Spotlights

Learn more about our mission-driven clients and the ways they’re investing to drive positive change in the world.

Discovering Your Family's Philanthropic Passions

The Wilson 5 Foundation

The Wilson 5 Foundation is the family foundation established in 2012 by lululemon athletica founder Chip Wilson and his wife Summer, along with their five sons.

As the outsourced investment office (OCIO) for the family foundation since 2015, our team built a portfolio focused on growth to maximize giving and liquidity to fund their philanthropic donations.

Generating Alpha in a Diverse Manager Portfolio

The California Wellness Foundation

As one of California’s largest healthcare philanthropies, The California Wellness Foundation is working to provide residents with access to healthcare, quality education, safe neighborhoods, and more.

We’re proud to help oversee their $1 billion endowment. Learn how they increased their percentage of assets with diverse managers and developed a portfolio framework focused on having a mission-aligned portfolio built for outperformance.

Investing for Sustainable & Inclusive Communities

The Surdna Foundation

For more than 100 years, The Surdna Foundation has maintained a tradition of innovative service for those in need of help or opportunity.

Having served as their outsourced investment office (OCIO) for over 20 years, we’ve worked with the endowment to align their portfolio with their social justice values.

Jonathan Kraft Joins Private Client Family Office Forum

Long-time client Jonathan Kraft, President of the Kraft Group, sat down with Gretchen Curry, Global Head of the Private Client Practice, for a “Client’s Perspective Conversation,” exploring the Kraft family’s journey, including insights, experiences, and challenges the family has faced in solidifying its legacy.

What We Offer

Our services are broad by design

Our portfolio management services complement clients’ internal resources and expertise.

How can we help build the right portfolio for you?