Mandate & appetite
- Preferred strategies
- CoreFixed IncomeReal EstatePrivate EquityVenture Capital
- Target geographies
- GlobalNorth America
- Typical ticket
- —
- AUM
- $1.76B
- Real-asset allocation
- —
- Appetite
- —
Investor profile
SlateStone Wealth is a Jupiter, Florida-based multi-family office and registered financial advisory firm. Established in 2017, the firm invests and manages the wealth of high-net-worth and ultra-high-net worth individuals, families, and private clients across the United States. SlateStone delivers comprehensive wealth management, retirement and income planning, financial and legacy strategies, and a dedicated Family Office Services platform for UHNW families. From headquarters in Jupiter, Florida, along with additional offices in Weston, Florida, and Madison, Wisconsin, the firm provides multi-generational planning, philanthropy coordination, investment strategy design, and advisor selection services for their clients. SlateStone combines in-house portfolio capabilities with external managers, allocating through mutual funds, ETFs, separately managed accounts, and other institutional vehicles while maintaining a disciplined due diligence. SlateStone Wealth focuses on public equities, fixed income, real estate, and selective alternative investments such as private equity and venture capital. Its investment strategy integrates quantitative and fundamental research, with initiatives such as the development of a small- and mid-cap (SMID) equity strategy and structured multi-asset frameworks aligned with client objectives. Geographically, the firm maintains a U.S.-centric orientation complemented by global exposure where appropriate. The firm regularly allocates to external managers while managing internally designed strategies, emphasizing risk management, portfolio precision, and long-term wealth preservation. Its nationwide client base and multi-office footprint reflect a broad geographic reach, while sector exposures remain diversified and strategic rather than thematic.
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