Offit Capital
485 Lexington Avenue
New York, NY 10017
Website:
offitcapital.com
Firm Size
- Assets Under Management (AUM):$3 Billion
- Number of Funds:94
- Employees:67
- Firm Type:Private Equity
- Focus Areas:
Services
Description
Offit Capital is a wealth management and investment advisory firm based in New York, NY. Founded in 1985, the company provides comprehensive financial planning, investment management, and estate planning services to affluent individuals, families, and institutions.
The firm is known for its personalized approach to client relationships, tailoring investments strategies according to individual needs, risk tolerance, and long-term goals. Offit Capital emphasizes a disciplined investment process, employing rigorous research and analysis to identify promising opportunities and manage potential risks.
With a team of experienced advisors and investment professionals, Offit Capital aims to deliver consistent, long-term investment performance while preserving capital and minimizing downside risk. The firm also offers a range of specialized services, including family office support, tax planning, and philanthropic advisory, to meet the unique requirements of its high-net-worth clients.
In addition to its investment advisory services, Offit Capital provides clients with access to a number of strategic partnerships and resources. These collaborations enable the firm to offer alternative investments, private equity opportunities, and access to specialized investment managers, widening the range of investment possibilities for its clients.
Overall, Offit Capital is recognized for its commitment to delivering high-quality financial advice and investment management to help clients achieve their financial objectives. With its extensive experience, comprehensive services, and personalized approach, Offit Capital has established itself as a trusted wealth management partner for individuals and families in the New York area and beyond.