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.

Connecting Your Portfolio to Your Financial Life

An investment portfolio is only one part of a family's wealth. Retirement accounts, taxable investments, trusts and near-term cash needs can have different purposes and time horizons. Our planning approach considers how these pieces fit together before focusing on individual investment decisions. The aim is a strategy that reflects your priorities, capacity for risk and needs across generations.

Old Slip Capital's investment approach includes asset allocation, manager selection and tax-aware portfolio construction. Reviewing holdings alongside your broader plan helps frame decisions about diversification, liquidity and where assets are held. Investments involve risk, and diversification does not guarantee a profit or protect against every loss.

Planning Across Generations

For families with shared assets or complex ownership arrangements, clear reporting and communication matter as much as portfolio design. Our private wealth services include customized holdings and performance reporting, family office support and family governance and education. Financial, charitable, tax and estate considerations inform the wider wealth plan, with coordination across relevant advisors.

A useful starting point is the decision you are facing: preparing for retirement, organizing family assets, reviewing an existing portfolio or considering a legacy plan. Bring your goals and questions to a conversation with our team. You can explore our private wealth services below or contact our New York office to discuss your situation.