Family Offices

Bespoke Solutions. Generational Impact.

Our experience is deeply rooted in family offices. We understand the complexities that come with significant assets as well as the many differences between family offices. As a multifamily office, our goal is not just to grow your assets, but to do so in a manner that aligns closely with your unique needs, from concentrated holdings to supporting mission driven organizations.

We elevate your family office.

What We Do

Investment Management

Investing is our core. We bring our simple investment approach to your portfolio: To partner with great businesses, excellent management teams, and sustainable competitive advantages. We offer internally managed direct investments as well as thoughtful implementation of core asset allocation decisions via indexing solutions and access to best-in-class alternative investments. We also help you sort through the plethora of opportunities that come your way to ensure you continue to optimize your investments over the long term. Learn More.

Outsourced Chief Investment Officer (OCIO)

For families searching for dedicated investment leadership without the overhead of building internal capabilities, our OCIO services provide comprehensive investment office functionality. We develop customized investment policies that reflect your family’s values and objectives, implement sophisticated asset allocation strategies, and provide consolidated reporting across all holdings. Our OCIO approach ensures institutional-quality investment management while maintaining the personal attention and flexibility that family offices demand, including coordination with your existing advisory relationships. Learn More.

Family Office Services

Through an affiliated entity, WMK Family Office, we offer a suite of family office services that can act as your full-service provider or partner with your key relationships to fill in needed gaps. Our services range from personal CFO to comprehensive rollup reporting and business consulting services. We partner with best-in-class providers as needed to drive optimal results. Learn More.

Why Partner with WMK

Built for Builders
We founded WMK because we lived the challenges firsthand as entrepreneurs who built and scaled businesses. We understand the complexities of concentrated wealth, business transitions, and the unique opportunities that come with building something of lasting value. Our entrepreneurial background provides insights beyond traditional financial professionals, especially when navigating complex business holdings, succession planning, and the intersection of business and personal wealth management.
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Bespoke Investment Approach
Our size and independence allow us to be agile and responsive, serving not just as your investment manager but as your generalist investment analyst for opportunities that come your way. Whether you're evaluating a private equity investment, considering a direct business acquisition, or analyzing a real estate opportunity, we bring institutional-quality due diligence capabilities to help you navigate complex investment decisions. We can adapt our services to complement your existing relationships or serve as your complete investment solution, always tailoring our approach to your family's specific circumstances and unique deal flow.
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Aligned Interests
We invest our own capital alongside you, ensuring our interests are aligned with your family's long-term success. As entrepreneurs ourselves, we understand that alignment goes beyond fee structures—it's about thinking like owners, making decisions for the long term, and building relationships that span generations. We succeed when your family achieves its wealth creation and preservation objectives, creating the foundation for generational impact and lasting legacy.
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Featured Insights

Case Study: Building Scalable Returns Through Reinsurance Investment

The Challenge WMK Investment Partners recognized an underappreciated opportunity within the casualty insurance space—specifically in the high-frequency, low-severity segment of risk. These types of exposures, ...
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Case Study: Elevating Returns Through Specialized Multi-Family Investment Management

The Challenge WMK’s investment strategy emphasizes collaboration with specialized, high-performing third-party managers who demonstrate deep domain expertise. We seek opportunities in sectors where risk-adjusted returns ...
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Case Study: CFC Required Reserve Portfolio

The Challenge A Controlled Foreign Corporation’s (CFC) investment policy statement (IPS) mandated a conservative, risk-managed approach centered around fixed income investing. This posed a significant ...
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