Timonier is a multi-family office in Winston-Salem, North Carolina. It is a multi-dimensional, multi-generational, holistic wealth advisory firm organized as a family office. Its group of distinguished professionals serves private wealth and corporate retirement plan clients with needs in estate preparation, life coaching, business development, retirement plan benchmarking, retirement planning, tax advice, risk management, and wealth management, and can assist with personal and investment banking needs, among many other financial services. The firm has centralized the key players of wealth planning and management in one location so that they work seamlessly together toward client goals and needs. With its fee-only platform, it describes its advice as financial advice in its purest form and its professionals as fiduciary advocates for clients.
| 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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