Proficio Capital Partners
Investment Details
Investor Type
Family Office
Asset Class Focus
Private Equity, Venture Capital, Real Estate, Hedge Funds, Commodities, Fixed Income (Debt and Bonds), Infrastructure, Collectibles & Art, Crypto, Distressed and Special Situations, ESG and Impact Investing
Stage Focus
Pre-Seed, Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States, United Kingdom, Canada, Germany, Japan, Australia, France, Italy, Denmark, Switzerland, Spain, Luxembourg, South Korea, Austria, Netherlands, New Zealand, Sweden, Belgium, Norway, Finland
Industries Focus
- Financial Services
- Real Estate
- Infrastructure
- Wealth Management
- Investment Management
- Private Equity
- Crypto
- Venture Capital
- Hedge Funds
- Commodities
- ESG and Impact Investing
- Fixed Income (Debt and Bonds)
- Distressed and Special Situations
- Collectibles & Art
- Tax Planning
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2014
Proficio Capital Partners is a multi-family office based in Newton, Massachusetts, specializing in managing both liquid and illiquid financial assets for high-net-worth families. Founded in 2014 by Bob Haber and Matthew Wosk, the firm focuses on wealth preservation and after-tax, after-fee, risk-adjusted returns. Proficio employs an opportunistic approach to diversification, constructing highly diversified portfolios that include a combination of asset classes and securities through both internally and externally managed investment vehicles. Their services encompass investment management, wealth transfer strategies, proactive tax and multi-generational planning, administrative services, risk management, and implementation of family governance.
The firm has been recognized for its innovative approach to multi-family office services, being named to the Financial Times 300 Top Registered Investment Advisers for three consecutive years (2018, 2019, and 2020). Proficio's commitment to tax-efficient investing and wealth preservation has attracted a diverse clientele seeking personalized financial strategies. In 2022, the firm expanded its operations with a new office in South Florida, headed by Richard Blond, to better serve its growing client base in the region. This expansion reflects Proficio's dedication to providing high-touch services and its belief in the economic growth of South Florida, particularly in the context of migration trends and favorable tax environments.
Proficio Capital Partners continues to build long-standing partnerships with its clients through active, personalized, and dynamic service, aiming to meet the unique needs of each family. The firm's comprehensive approach integrates various financial strategies to ensure the preservation and growth of family wealth across generations.
Requirements
- High-net-worth individuals and families seeking personalized investment management and wealth preservation strategies.
Contact
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