A Leading Global
Multi-Family Office


Wellner Perkin ("PWP")

PWP provides innovative, strategic and financial advice to a diverse client base. PWP offers bespoke investment management and merchant banking solutions to domestic and international High-Net Worth Individuals, Family Offices, Endowments and Foundations. PWP, founded in 1982, is headquartered in New York City with an office in Palm Beach.

PWP assists our clients in achieving their strategic goals by offering comprehensive, globally integrated, financial advisory services across all major industry sectors.

Our dynamic practice
supports clients through all
phases of the business cycle
with expert capabilities in:

  • Investment
  • Private Placements/
    Capital Introductions
  • Mergers &

PWP takes a highly collaborative
approach on every assignment
to achieve creative solutions for
our clients.

We help our investors navigate complex decisions and opportunities, leveraging our holistic perspective and inherent creativity. When partnering with PWP, you can expect significant engagement with veteran industry professionals, quality execution, and the highest standard of confidentiality and discretion.

PWP’s particular strength lies in our global base of over 200 Family Office relationships.

This community provides us
with unique investment
opportunities often not found on
larger platforms, including:

Exclusive Private Equity Offerings
Hedge Funds
Family Office
Direct Transactions
Venture Capital

Our dedication to superior
investment services is the
keystone to building successful
long-term relationships with
our clients.

Learn About
Our Business