CrestView Family Office
Overview
CrestView Family Office is a prominent multi-family office based in the Asia-Pacific region, dedicated to providing comprehensive wealth management, insurance, and financial services to ultra-high-net-worth families, trusts, foundations, and investors worldwide. Operating as a network of single-family offices, they combine the personalized approach of individual family offices with the scale and capabilities of a large institution, ensuring tailored solutions that align with each client's unique needs and values. Their investment philosophy emphasizes long-term wealth preservation and growth, aiming to sustain and expand capital across multiple generations through resilient and forward-looking strategies. By adopting a multi-asset class perspective, CrestView explores diverse market opportunities, ensuring that no potential avenue for growth is overlooked. Their commitment to global investment opportunities allows for diversification and optimization of portfolios, contributing to a well-balanced investment structure. The firm's team comprises professionals with diverse backgrounds and expertise in portfolio evaluation, risk management, due diligence, research, and investment. This varied experience enables them to craft robust, innovative investment strategies tailored to meet each family's unique goals. With offices in Hong Kong, Taiwan, and the United States, CrestView Family Office is well-positioned to serve clients across different regions, providing localized expertise while maintaining a global outlook.
Investment Focus
- Preference for investments in Asia-Pacific region
- Focus on long-term wealth preservation and growth
- Interest in multi-asset class investment opportunities
- Alignment with client's unique needs and values
Portfolio Companies
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Unlock full contacts →Frequently asked questions about CrestView Family Office
What sectors does CrestView Family Office invest in?
CrestView Family Office invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Taipei City, Taiwan. CrestView Family Office is listed as a family office in the ConnectSafely investor database.
What stage does CrestView Family Office invest at?
CrestView Family Office backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does CrestView Family Office invest in?
CrestView Family Office invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.
What companies has CrestView Family Office invested in?
CrestView Family Office's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
Last updated · Source: ConnectSafely investor database
