Five Eleven Partners Debuts to Transform the Family Office Experience in Wealth Management
Five Eleven Partners is proud to announce its official launch as a premier full-service family office, designed to meet the intricate financial and personal needs of ultra-high-net-worth families, business owners, and executives. With a steadfast commitment to providing unparalleled wealth management solutions, Five Eleven Partners brings together a distinguished team of financial experts dedicated to delivering holistic financial guidance, investment opportunities, and legacy planning.
At the helm of the firm are Founder and Managing Partner Andrew Crofton and Co-Founder and Managing Partner Scott Essex. Their extensive industry experience and commitment to excellence position Five Eleven Partners as a trusted ally in the complex world of wealth management. The firm takes a client-centric approach, ensuring that every aspect of financial planning, investment management, and family office administration is tailored to the specific needs of multi-generational wealth holders.
The firm’s comprehensive suite of services is designed to provide elite families with exclusive access to private deals, alternative investments, and robust financial strategies. Chief Investment Officer Gil Calderon leads the investment team, bringing his expertise in structuring and managing high-value portfolios. Scott Essex plays a critical role in overseeing private investment offerings, leveraging his vast experience in private markets to strengthen the firm’s investment capabilities. Additionally, the firm’s wealth planning division is spearheaded by Chief Wealth Strategist Keith Feinberg, ensuring that clients receive best-in-class financial advisory and estate planning services.
A Team of Industry Veterans
Five Eleven Partners is founded and owned by a team of seasoned financial experts with decades of experience across various disciplines in the wealth management industry. The team includes Client Advisor and Tax Planning Specialist Shawn Young and Director of Investments Matthew Machucki, both of whom bring significant expertise in tax strategy, estate planning, and investment analysis. Their contributions further enhance the firm’s ability to provide sophisticated solutions tailored to the unique financial landscapes of ultra-high-net-worth families.
In an era marked by uncertainty and consolidation within the financial services sector—where numerous firms are merging, being sold, or acquired—Five Eleven Partners offers a stable and independent alternative. The firm is committed to growing organically and selectively, ensuring that it maintains a highly personalized approach while serving a limited number of families with an unwavering focus on long-term financial stability and success.
Comprehensive Wealth Management Solutions
Five Eleven Partners distinguishes itself by offering a broad spectrum of services designed to address the complex and multifaceted needs of its clients. The firm’s key service offerings include:
- Investment Advisory:
- Development of custom investment portfolios tailored to the specific financial objectives of each client.
- Implementation of sophisticated risk management strategies to protect assets while achieving long-term growth.
- Access to global investment opportunities and alternative asset classes, including hedge funds, real estate, and impact investing.
- Tax and Estate Planning:
- Advanced tax planning solutions designed to maximize efficiency and minimize liabilities.
- Multi-generational estate planning services aimed at preserving family wealth and ensuring seamless wealth transfer.
- Legal and regulatory advisory support to ensure compliance with evolving tax laws and estate regulations.
- Wealth Advisory Services:
- Legacy and financial planning to align wealth management strategies with family values and long-term objectives.
- Philanthropic advisory services to help clients establish and manage charitable giving initiatives.
- Cash flow management and financial forecasting to provide clarity and confidence in financial decision-making.
- Family Office Administration:
- Concierge services catering to the unique lifestyle needs of ultra-high-net-worth families.
- Comprehensive insurance and risk management solutions tailored to protect valuable assets.
- Property management and real estate advisory services to ensure optimal asset allocation and estate management.
- Private Investments:
- Exclusive access to unique private investment opportunities, including private equity, venture capital, and direct investments.
- Due diligence and strategic analysis to identify and evaluate high-potential investment prospects.
- Structuring of bespoke investment vehicles to optimize returns and minimize risk exposure.
A Nationwide Presence
Five Eleven Partners operates from its headquarters and principal office in New York, a global financial hub that positions the firm at the center of economic activity and investment opportunities. Additionally, the firm has established a presence in key financial centers, including Chicago, Illinois; West Palm Beach, Florida; and San Francisco, California. This strategic geographic footprint allows Five Eleven Partners to provide exceptional client service and maintain a deep understanding of regional market dynamics.
A Client-First Approach
At the core of Five Eleven Partners’ philosophy is a deep commitment to fostering long-term client relationships built on trust, transparency, and excellence. Unlike traditional wealth management firms that prioritize scale and volume, Five Eleven Partners takes a boutique approach, selecting a limited number of families to serve with undivided attention. This exclusivity ensures that each client receives personalized, white-glove service tailored to their specific financial aspirations and legacy goals.
The firm’s independent structure enables it to operate without conflicts of interest, ensuring that its clients’ best interests always remain the top priority. By focusing on organic growth and a highly selective clientele, Five Eleven Partners is dedicated to building a legacy of excellence in wealth management for generations to come.
A Vision for the Future
As Five Eleven Partners embarks on its journey, the firm remains steadfast in its mission to redefine wealth management by providing bespoke solutions that address the evolving needs of ultra-high-net-worth families. With a team of experienced professionals, a robust service offering, and a commitment to independent and client-focused advice, Five Eleven Partners is poised to become a leading force in the family office landscape.
In a world where financial complexity continues to grow, Five Eleven Partners stands as a beacon of stability, expertise, and innovation. By delivering best-in-class investment management, estate planning, and family office services, the firm empowers its clients to navigate the ever-changing financial landscape with confidence and clarity.
For more information about Five Eleven Partners and its services, visit the firm’s headquarters in New York or one of its regional offices in Chicago, West Palm Beach, or San Francisco. With an unwavering commitment to excellence, Five Eleven Partners is set to transform the way ultra-high-net-worth families manage, grow, and preserve their wealth for generations to come.
