What we do

We manage complexity, so our clients can focus on what matters most.

People

Purpose

Precision

Our
Mission

As a multi-family office, Offit Capital provides comprehensive investment oversight for families and institutions with significant wealth – and equally significant responsibility.

Our
Focus

We build and manage portfolios from the ground up, designed around each client’s specific circumstances, preferences, constraints, and ambitions. For families focused on legacy, we take a thoughtful approach to tax and estate planning with the goal of preserving their wealth across generations.

Our Role Is Comprehensive

Our role is part investment manager, part advisor, part problem-solver.

We sit at the center of the financial lives of the families and institutions we serve, working closely with their attorneys, accountants, and trustees to ensure decisions are coordinated and forward-thinking.

Our Role Is Comprehensive

Our role is part investment manager, part advisor, part problem-solver.

We sit at the center of the financial lives of the families and institutions we serve, working closely with their attorneys, accountants, and trustees to ensure decisions are coordinated and forward-thinking.

Every client relationship at Offit is led by a senior partner who is directly involved in both strategy and execution.

Our data and technology platform supports that commitment -

delivering sharper analytics, clearer reporting, and early AI capabilities that strengthen insight and precision.

We are guided by one principle: elevate the client experience through innovation.

  • Every client relationship at Offit is led by a senior partner who is directly involved in both strategy and execution.

  • Our data and technology platform supports that commitment -

  • delivering sharper analytics, clearer reporting, and early AI capabilities that strengthen insight and precision.

  • We are guided by one principle: elevate the client experience through innovation.

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FOCUSED EXPERTISE OPEN ARCHITECTURE

We combine deep market experience with a wide-open architecture.

That means we aren’t limited by size or incentives. We go where the best ideas are. And we know how to access strategies that are often out of reach to others.

We also provide Outsourced Chief Investment Officer services for a number of nonprofit institutions, bringing the same rigor, accountability, and fiduciary focus to their missions and investment programs.

OUTSOURCED CIO SERVICES

Our
Promise

Everything we do is bespoke. Every decision is intentional. Every move we make is in service of preserving, growing, and simplifying the wealth that our clients have worked so hard to build.

Preservation

Preservation

Legacy

Legacy

Transparency

Transparency

Privacy Notice

Provided in accordance with the Securities and Exchange Commission's rule regarding the privacy of consumer financial information (Regulation S-P).

Information We Collect

Offit Capital must collect certain personally identifiable financial information about its clients to ensure that it offers the highest quality financial services and products. The personally identifiable financial information which we gather during the normal course of doing business with you may include:

Information We Disclose

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. Nonpublic personal information means personally identifiable financial information and any list, description or other grouping of clients that is derived using any personally identifiable financial information that is not publicly available.

In accordance with Section 248.13 of Regulation S-P, we may disclose all of the information we collect, as described above, to certain nonaffiliated third parties such as attorneys, accountants, auditors and persons or entities that are assessing our compliance with industry standards. We enter into contractual agreements with all nonaffiliated third parties that prohibit such third parties from disclosing or using the information other than to carry out the purposes for which we disclose the information.

Confidentiality & Security

We restrict access to nonpublic personal information about you to those employees who need to know that information to provide financial products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

Legal Disclosure

The information contained herein is for illustrative and discussion purposes only, subject to revision, modification and updating and is not intended to be, nor should it be construed or used as, financial, legal, tax or investment advice or an offer to sell, or a solicitation of any offer to buy, an interest in any securities or other instruments in any jurisdictions. Each prospective client should make their own investigation and evaluation of any investment or investment strategy described herein, should evaluate possible tax consequences and should have the financial ability and willingness to accept any associated risks. No assurance can be given that investment objectives will be achieved. Registration with the SEC does not imply a certain level of skill or training. Past performance does not guarantee and may not be indicative of future results. Certain information has been provided by third-party sources and, although believed to be reliable, it has not been independently verified and its accuracy or completeness cannot be guaranteed.

This website may contain "forward-looking statements" which are based on Offit Capital’s beliefs, as well as on a number of assumptions concerning future events, based on information currently available to Offit Capital. Readers are cautioned not to put undue reliance on such forward-looking statements, which are not a guarantee of future performance, and are subject to a number of uncertainties and other factors, many of which are outside Offit Capital’s control, which could cause actual results to differ materially from such statements.

Users of this website: (i) agree to respect and protect Offit Capital’s proprietary rights during and after the time they use the site and shall promptly notify Offit Capital if they become aware of any infringement of these rights; (ii) may not publish, broadcast, retransmit, reproduce, repackage, scrape, frame, commercially exploit, create any derivative of or otherwise re-sell, license, transmit or redistribute all or any portion of the information contained herein except as explicitly permitted by Offit Capital. Offit Capital makes reasonable efforts to ensure that the website is secure, but does not guarantee the security of the website.

Commentary documents are intended for informational purposes only and contains the opinions of Offit Capital. Nothing herein constitutes an offer to sell, or solicitation of an offer to purchase, any securities, nor does it constitute an endorsement with respect to any investment area or vehicle. This presentation is subject to revision, modification and updating. Certain information has been provided by third-party sources and, although believed to be reliable, it has not been independently verified and its accuracy or completeness cannot be guaranteed. This presentation is confidential, and is intended only for the person to whom it has been delivered. Under no circumstance may a copy be shown, copied, transmitted, or otherwise given to any person other than the authorized recipient (unless required by applicable law). © 2019 Offit Capital
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