NorthRock Partners is a wealth advisory firm offering integrated financial services to affluent and emerging affluent clients, including executives, business owners, athletes, entertainers and family offices. Its core areas are wealth management, tax preparation and estate planning. Services offered: - Wealth Management: investment strategy, global asset allocation and complete asset management. - Tax Services: comprehensive tax planning, investment tax strategies, and trust and estate services. - Estate Planning: business succession planning, legal document review and trust management. - Corporate Executive Planning: executive compensation planning, tax preparation, employer benefits and contract negotiation. - Athletes & Entertainers: financial management, banking, bill payment, branding, contract support and concierge services. - Business Owners & Entrepreneurs: business plan review, payroll, HR support, bookkeeping and succession planning. - Charitable Giving: foundation management, compliance oversight, giving strategies and international grantmaking. - Family Office Support: staffing, payroll, HR and property management. - Tax Preparation & Advice: comprehensive tax preparation, deduction planning and small business consulting. - Investments: investment strategy, complete asset management and due diligence. - Financial Advice: banking and bill payment, tax management, insurance planning and employer benefits planning.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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