Knuff & Co. LLC

Overview

Knuff & Co. LLC is a multi-family office and SEC-registered investment adviser based in Foster City, California. The firm specializes in comprehensive wealth management and financial planning services for high-net-worth individuals, families, and institutional clients such as charities, endowments, and foundations. Knuff & Co. employs a value-oriented, active engagement investment philosophy, offering tailored long-term solutions integrating sustainable investing preferences. The firm is led by Penny Knuff and Will Knuff, employs 3 people, and manages approximately $385 million in regulatory assets as of April 2025. The firm's investment strategy focuses on identifying businesses operated by world-class owner-managers with durable competitive advantages. Knuff & Co. endeavors to invest in such businesses at fair prices and own them for the long term, practicing patient opportunism. Their approach includes detailed research, portfolio construction, and oversight of other assets, prioritizing integrity, intellectual curiosity, and tailored client outcomes. Knuff & Co. offers a range of services, including multi-generational financial and estate planning, active investment, portfolio and trust management, and advisory services such as asset allocation, family assets/businesses valuation and succession planning, philanthropy, and tax efficiency. The firm coordinates with other trusted professionals, including accountants and attorneys, to provide holistic advice and refine their process. Knuff & Co. LLC is a multi-family office and SEC-registered investment adviser based in Foster City, California. The firm specializes in comprehensive wealth management and financial planning services for high-net-worth individuals, families, and institutional clients such as charities, endowments, and foundations. Knuff & Co. employs a value-oriented, active engagement investment philosophy, offering tailored long-term solutions integrating sustainable investing preferences. The firm is led by Penny Knuff and Will Knuff, employs 3 people, and manages approximately $385 million in regulatory assets as of April 2025. The firm's investment strategy focuses on identifying businesses operated by world-class owner-managers with durable competitive advantages. Knuff & Co. endeavors to invest in such businesses at fair prices and own them for the long term, practicing patient opportunism. Their approach includes detailed research, portfolio construction, and oversight of other assets, prioritizing integrity, intellectual curiosity, and tailored client outcomes. Knuff & Co. offers a range of services, including multi-generational financial and estate planning, active investment, portfolio and trust management, and advisory services such as asset allocation, family assets/businesses valuation and succession planning, philanthropy, and tax efficiency. The firm coordinates with other trusted professionals, including accountants and attorneys, to provide holistic advice and refine their process.

Investment Focus

• Minimum initial account balance of $2,000,000

Portfolio Companies