Wealth Management in NYC

Old Slip Capital offers independent wealth management in New York City for high-net-worth individuals, multi-generational families and family offices. Our office at 40 Wall Street, Floor 28, New York, NY 10005 is the base for a team that has advised clients since 1966.

A Total Balance Sheet Approach

Wealth management should integrate investing, tax planning, estate planning and family governance — not treat them as separate projects. We design portfolios and strategies around your complete balance sheet, with an emphasis on valuation discipline, diversification and tax-aware decision making.

• Actively managed, objective, results-based investing
• Family office and multi-generational wealth planning
• Trusts, estates and legacy planning coordination
• Family governance, education and philanthropic planning

Why Independent Wealth Management Matters

As an independent firm, Old Slip Capital is not affiliated with any investment manager, mutual fund company or insurance provider. That structure allows us to select investment strategies, custodians and service providers based on what is best for each client, not on corporate relationships.