Third View Private Wealth
Overview
Third View Private Wealth is an independent private wealth advisory firm based in Westport, Connecticut, offering comprehensive financial services to high-net-worth and ultra-high-net-worth individuals and families. The firm provides a range of services, including private wealth management, tax strategy, trust and estate planning, and philanthropic advisory services. Their approach combines institutional asset management with personalized financial planning to address the complex needs of their clients. The firm's investment strategy is multifaceted, encompassing traditional and alternative investments across various asset classes. They focus on creating institutional-grade portfolios tailored to each client's financial objectives, emphasizing the identification, monitoring, and assessment of best-in-class asset managers. Their services also include direct alternative investments, portfolio management, separately managed accounts, and outsourced Chief Investment Officer (CIO) services. Third View Private Wealth was founded by seasoned private wealth advisors who previously managed approximately $1 billion in client assets. Their mission is to provide clients with a bespoke multi-family office experience, offering personalized guidance and sophisticated advice to ensure financial peace of mind. The firm's philosophy centers on sitting on the same side of the table as their clients, ensuring that financial advice is always aligned with their interests. The founding partners bring extensive experience in investment management, trust and estate planning, tax advisory, and family office services. They are committed to building long-term partnerships focused on clients' success, security, and legacy, integrating financial, personal, and family goals for meaningful, lasting impact. Their dedication to integrity and transparency is evident in their clear, honest guidance, always putting clients' interests first.
Investment Focus
- High-net-worth individuals
- Ultra-high-net-worth individuals
- Families seeking comprehensive wealth management
Portfolio Companies
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Frequently asked questions about Third View Private Wealth
What sectors does Third View Private Wealth invest in?
Third View Private Wealth invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Westport, United States. Third View Private Wealth is listed as a private investment firm in the ConnectSafely investor database.
What stage does Third View Private Wealth invest at?
Third View Private Wealth backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Third View Private Wealth invest in?
Third View Private Wealth invests across United States.
Who are the partners at Third View Private Wealth?
Team members listed for Third View Private Wealth include Zoltan Pongracz (Co-Founder & Managing Partner) and Amanda DiGuiseppe (Chief of Staff).
What companies has Third View Private Wealth invested in?
Third View Private Wealth's portfolio includes Apple, Microsoft, Amazon, Facebook, SpaceX, Airbnb, Stripe and Robinhood.
How do I contact Third View Private Wealth?
Third View Private Wealth's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
