Spinnaker Trust

Overview

Spinnaker Trust is a multi-family office based in Portland, Maine, offering comprehensive wealth management and trustee services. The firm specializes in providing personalized financial planning, investment management, and trust administration to families, institutions, and employee-owned retirement plans. Their multidisciplinary team includes lawyers, CPAs, CFAs, and CFPs, working collaboratively to tailor portfolios and governance structures to multi-generational objectives, ensuring long-term fiduciary stewardship. The firm's investment strategy encompasses a diverse range of asset classes, including fixed income, private equity, real estate, and venture capital. They employ a comprehensive approach to financial planning, considering all assets, income sources, and personal risk tolerance to build robust financial plans. Spinnaker Trust also offers trustee services, assisting clients in managing and transferring wealth with compassion and sensitivity, and providing ESOP trustee services to fulfill fiduciary obligations. With a team of over 40 professionals managing more than $3 billion in assets for over 500 clients, Spinnaker Trust is committed to understanding each client's unique financial landscape. Recognized as one of the 2025 Best Places to Work in Maine, the firm values employee experience and workplace culture, aiming to provide clients with compassionate and insightful financial support. Their comprehensive services are designed to optimize assets and fulfill fiduciary obligations, ensuring clients' financial aspirations are met while safeguarding their legacies for future generations.

Investment Focus

• Minimum investable assets of $1 million

Portfolio Companies