Clearwell Group

Financial ServicesFlorida, United States11-50 Employees

A family office investment business focused on building a lasting legacy of significance and stewardship.

We facilitate strong family culture through investment management, estate planning, philanthropic advisory and family business consulting. Clearwell Group invests in public securities and private businesses.

Clearwell Group makes control and meaningful minority investments in companies located in the southeastern United States, with a focus on the state of Florida. We invest with the belief that businesses should generate positive investment return in addition to positive significance. Clearwell Group supports high-integrity entrepreneurs with a collaborative approach to creating value that leverages experience and network. This approach aligns the interests of Clearwell Group with management to achieve the best possible outcome with the right amount of capital over the right period of time. Industries of particular interest include manufacturing, business services, healthcare, software, and financial services. Read more about our investment criteria at https://clearwellgroup.com/portfolio/

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