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FOUNTAINHEAD MULTI-FAMILY OFFICE

An Ecosystem Where Your Family THRIVES

Manage the complexities of significant wealth alongside a trusted network of other ultra high net worth families.

Together This Is powerful

Every family has a unique story. At Fountainhead Multi-Family Office, we listen to and learn about the many narratives that comprise that story, to understand their distinct challenges and opportunities.

Leveraging our network, we strive to deliver unmatched access to investments, expertise, and resources. Above all else, we understand that what we do for families is deeply personal, and we are intimately invested in their success.

An Exclusive Ecosystem

Curated Wealth Collective

We believe that ultra-high-net worth individuals and families can thrive when connected to a small, curated network of people, resources and opportunities. Our platform and ecosystem bring uncommon connectivity to a select group of clients, delivering a holistic experience with benefits that seek to go beyond a typical wealth management experience focused solely on one individual or family.

Intimacy Meets Sophistication

Creating bespoke, individualized solutions is at the heart of what our advisors do every day. Delivering access to powerful technology and infrastructure is at the heart of our multi-family office platform. Our clients benefit from a single-family office mindset backed by the sophisticated and efficient resources of our multi-family office.

Pathway to Vetted Partners

We strive to be an invaluable resource for our clients and their families across all aspects of their lives, financial and beyond, and feel privileged to serve in that role. From our deep investment expertise to our hand-selected lifestyle advisory resources, we help our clients manage and navigate challenges through our collaborative environment.

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The Multi-Family experience

We cater to individuals and families with significant wealth acquired through diverse life experiences. Uniting them is a desire for highly personalized wealth management that goes beyond conventional financial advice and capitalizes on the advantages of a multi-family office model.

We hold a deep understanding of how to address challenges like exploring intricate tax and estate plans, navigating family governance and wealth transfers, and finding balance among wealth preservation, lifestyle needs, and making a philanthropic impact.

Our powerful network offers a unique opportunity to benefit from shared learning, insights and opportunities. We believe that by fostering this collaborative community, we can help you not just manage your wealth, but truly thrive across generations.

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Collaborative Solutions

The needs of ultra-high-net-worth families are diverse and deeply personal. We’ve carefully crafted solutions to be comprehensive and reliable resources for our clients.

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Investment Management
Fountainhead Multi-Family Office creates personalized investment strategies tailored to your family's unique goals and risk profile. Beyond core investment management, we offer exclusive access to a curated portfolio of alternative investments through our dedicated platform. Our team meticulously vets and selects funds specifically suited for significant wealth, focusing on off-the-radar opportunities. This approach allows us to be more agile than larger institutions, potentially delivering superior results while maintaining institutional-quality standards. Our network and specialized resources enable us to uncover and capitalize on opportunities often overlooked by traditional wealth managers.
Wealth Planning

A comprehensive wealth plan is orchestrated to safeguard and optimize your family's financial legacy. Tax-optimized strategies are carefully integrated with estate plans to preserve wealth across generations. Strategic insurance planning complements these core services, creating a robust framework that protects assets and ensures your family's long-term financial security.

Lifestyle Advisory Services

Your family's legacy extends beyond finances. Our white-glove concierge services address your unique lifestyle needs through a network of vetted specialists. We offer comprehensive solutions, from sophisticated bill pay to risk management strategies that safeguard your wealth. Our expertise covers generational education, transition planning, and philanthropic guidance to ensure your legacy aligns with your values.

the added value of a Trusted Partner

Relationships extend beyond financial management to encompass the full spectrum of your needs. You gain access to our carefully vetted network of professional service providers, assist in family office setup  and management, and seamlessly coordinate with your external advisors. We also facilitate family meetings and wealth education workshops, ensuring your entire family is empowered to manage and preserve your legacy for generations to come.

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Custom Approach

We don't just manage wealth. We steward your family's financial story with personalized care and attention.

Building the Foundation

Upon joining the Fountainhead Multi-Family Office community, you’ll experience a white-glove integration process. We conduct an in-depth review of your family's financial landscape and aspirations, and then our team of specialists crafts a bespoke strategic plan, addressing every facet of your wealth management and lifestyle needs. You'll be introduced to your dedicated advisory team, setting the stage for a collaborative partnership across a team of resources.

Dynamic Engagement

Our relationship evolves through regular strategy reviews and proactive opportunity identification. We facilitate valuable connections within our network of successful families and individuals, to share unique opportunities and experiences in managing significant wealth. Our innovative, research-driven approach keeps you at the forefront of financial developments, while we continuously refine our services based on your feedback and emerging needs.

Generational Partnership

Our focus is on creating a lasting impact and legacy for you and your family, across generations and for generations to come.We provide comprehensive family education and governance support, ensuring smooth wealth transfer and long-term financial stewardship. You and your family's milestones and successes become ours, as we celebrate together and reinforce our unwavering commitment to your enduring prosperity.

Leadership Team

Marc Rock

Managing Partner, Senior Financial Strategist
Each family’s story is unique, and we dedicate ourselves to understanding the details that shape those stories. This approach allows us to help them navigate their distinct challenges and help them seize upcoming opportunities. Our complete commitment to their success is what truly sets us apart, creating a real, lasting impact.
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Michael Benevento

Managing Partner
It’s about creating an ecosystem where good people are connected with other good people, and where the collective wisdom and experience of the group becomes a powerful resource for each family. This is what makes our approach unique and valuable - we're not just managing wealth, we're fostering a community that understands the nuances of ultra-high net worth lifestyles."
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Joe Halpern

Chief Investment Officer

Marc Heissan

Managing Director
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About Our Collective Team

Fountainhead Multi-Family Office represents far more than the combined expertise of our executive team. It is a powerhouse of financial acumen and resources, meticulously crafted to advise you.

At our core lies a dedicated investment committee, bringing institutional insights and vetted opportunities to our clients. A dedicated resource focused on managing our alternatives platform allows us to thoroughly vet and select funds tailored specifically for you. In addition, we have a carefully curated network of advisors, each a specialist in their field, from tax planning to philanthropic strategy to address your specific needs.

We have full confidence that our team’s vast experience enables us to advise you well.

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Discover the potential of your family's wealth story

Join an exclusive peer network that fosters shared learning and connection.

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