Chequers Financial Management

Chequers Financial Management LLC is a fee-only financial advisory firm based in San Francisco, California. Founded in 2015, the firm specializes in comprehensive financial planning for high net worth and ultra-high net worth families, as well as corporate executives. Chequers manages $812 million in assets across over 1,000 accounts and serves a select group of clients annually, focusing on personalized financial solutions. The firm offers a range of services, including financial planning, portfolio management, and corporate executive services. Chequers emphasizes building long-term relationships with clients through tailored strategies in areas such as tax, estate, liquidity, and investment planning. With a commitment to exclusivity, the firm maintains a hand-selected clientele, ensuring dedicated service from its experienced advisors. Chequers is recognized as one of Newsweek's America's Top Financial Advisory Firms for 2025.

Chasefield Capital Inc is a U.S.-based asset management firm providing portfolio management, financial planning, and investment advisory services to individuals, institutions, trusts, and private clients; it does not specialize in real estate but covers broader financial services.

Choate Wealth is a Boston, MA-based multi-family office and registered investment advisor. Established in 1996, subsidiary of Choate, Hall & Stewart LLP law firm, managing wealth for high net worth and ultra high net worth families.

Select Family Office is a high net worth family office based in the United States, founded in 2011 by Mike Mustillo. The firm focuses on providing customized financial solutions, including investments in real estate and alternative assets, leveraging extensive industry experience and a personalized approach to wealth management.

Questmont Virtual Family Office, headquartered in Tampa, Florida, is an SEC registered investment adviser serving as a personal CFO to business owners with complex financial needs. The firm focuses on comprehensive wealth management, liquidity, and exit planning rather than specific investment sectors.

Institutional investor. based in. LP type: Family Office. Asset class focus: Alternative Investments, Fixed Income, Hedge Funds, Infrastructure, Private Debt, Private Equity, Public Equity, Technology. Geographic focus: Asia/Pacific (APAC), Emerging Markets, Europe, Middle East, North America. Sectors: hotels. Active real asset investor