Seven Post Investment Office LP Email Format

Investment ManagementCalifornia, United States11-50 Employees

Seven Post Investment Office LP is a San Francisco-based investment management firm that provides customized, independent guidance to high-net-worth clients with the aim of preserving and growing wealth. It oversees global, multi-asset portfolios for a carefully selected group of relationships, emphasizing risk control and long-term results. The approach considers investment structure, taxes, socially responsible mandates, estate and trust planning, philanthropy, and income needs, among other client objectives, and it relies on a value-oriented, long-term philosophy while engaging third-party sub-advisers when appropriate.

The firm is a privately held partnership that operates independently of other financial institutions, serving a limited set of important relationships. Client assets are held at global custodian banks, ensuring institutional safety and the availability of third-party portfolio reporting and accounting. It maintains a boutique scale within the investment management industry, emphasizing a selective client base rather than broad distribution.

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