Jordan Park

Jordan Park is a multi-family office and investment advisory firm founded in 2017. It provides comprehensive investment management and financial advice to individuals, families, and institutions. The firm operates from San Francisco, California and Portsmouth, New Hampshire.

Its work spans three related areas. Investment Management & Financial Advisory Services covers the core mandate of managing capital and advising clients. Purpose-Driven Wealth Management helps clients align financial resources with their values and long-term legacy goals. Impact Investing pursues strategies intended to align capital with client values and with societal impact. Legacy and values-based financial planning runs through each of these.

Jordan Park describes its team as empathetic problem solvers with depth and diversity of experience, oriented towards embracing complexity, shouldering problems, and navigating challenges. The firm's stated mission is to enhance lives and legacies, and it serves clients who have made contributions to business, philanthropy, government, and society. Industry verticals include wealth management, financial services, family office services, and philanthropy.