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As a family office, we are committed to being responsible stewards of our family's wealth across the generations. ​We direct a portion of our investment profits to foundations and non-profits that support humanitarian initiatives and sustainable projects.

 Our Leadership Team

Our team has built successful businesses over the past 35 years and bring their collective experience to guide and lead our family office.  Repeated success evolved out of a disciplined and systematic approach to create impactful, relevant solutions. 

Team
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Jeff Gutovich   Managing Director & Co-Founder

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Joseph Tsai   Director 

 Structured Products

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Mark Hess

General Counsel

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Muriel Petri
Head of Strategy & Communicaiton 

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Mark Hug

Senior Advisor

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Robert Duncan

 Senior Advisor

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Alex Petri

 Strategic Advisor

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Matthew Gerard

Senior Advisor

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