Larch Capital Partners

What Larch Capital Partners does

Larch Capital Partners is a privately held multi-family office headquartered at 201 S Biscayne Blvd, Suite 900, in Miami, Florida, that delivers wealth management services to high-net-worth individuals and families, with a documented focus on Latin American and Brazilian clients. Founded in 2019 by Henrique da Fonte Filho alongside co-founders Rita Tavares, Juliana Moreira Traina, Krishna Ribeiro, and Lucas Arfelli, all former senior executives at Credit Agricole Indosuez Wealth, the firm operates as an SEC-registered investment adviser (CRD 307653) with a four-pillar service model: investment advisory and management, financial education for families, consolidated multi-custodian reporting, and coordination with tax, succession, and fiduciary specialists.

The firm's core technology infrastructure is built on Addepar, deployed at larch.addepar.com, which functions as the client portal and consolidated reporting engine, aggregating positions across multiple custodians into a single portfolio view for clients. Service delivery is consultative and personalized, executed through a bilingual (Portuguese/English) team to accommodate cross-border Latin American families with complex multi-jurisdictional wealth structures.

Larch Capital generates revenue through recurring investment advisory and management fees on client assets, with no publicly disclosed pricing or AUM figures. Go-to-market is exclusively direct and relationship-based, relying on referrals and the founders' prior institutional networks rather than any intermediary distribution channels. The 8-person team is reported to carry a combined 120 years of international financial markets experience, which underpins the firm's positioning around independence, impartiality, and fiduciary responsibility toward its HNW clientele.

Name

Larch Capital Partners

Legal name

Larch Capital Partners LLC

Website

https://larchcapitalpartners.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Larch Capital Partners is a Miami-based multi-family office founded in 2019 that provides investment advisory, wealth management, financial education, and consolidated multi-custodian reporting to high-net-worth individuals and families, with a focus on Latin American and Brazilian clients.

Ownership category

akta.pro rank

Product category

Multi-Family Office Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Family Business & Succession Advisory (FSAAADAL), Family Office Trust & Fiduciary Services (FSAEAKAF)

Keywords

• Wealth management services
• Multi-family office
• Investment advisory
• Consolidated portfolio reporting
• Financial education programs

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Investment Advisory and Management Fees: Larch Capital generates revenue through fees for investment advisory and wealth management services provided to high-net-worth clients. As a registered investment adviser (SEC filer with CRD 307653), the firm charges fees for managing client portfolios, providing financial education, consolidated reporting, and coordinating with tax, succession, and fiduciary specialists.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Larch Capital Partners is a Miami-based multi-family office that provides personalized investment advisory and management services, financial and patrimonial education, consolidated reporting across multiple custodians, and coordination of external specialists in tax, succession, and fiduciary structuring. The firm serves high-net-worth individuals and families, particularly those with Latin American and Brazilian ties, preserving and growing family wealth through a four-pillar methodology (Investment Plan, Evaluation, Implementation, and Ongoing Monitoring).

Product overview

Larch Capital Partners is a multi-family office that offers a unified suite of wealth management services. The core offering includes investment advisory and management, financial education, consolidated reporting across custodians, and coordination with tax, succession, and fiduciary specialists. Clients access their portfolio information through the Addepar-powered client portal. Together, these services form a comprehensive approach to preserving and growing family wealth.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory and Management Investment consulting and portfolio management aimed at safeguarding client wealth by understanding each family's present and future needs. Provided to high-net-worth individuals and families as the firm's core offering.
• Financial Education Financial and wealth education programs that transfer knowledge about wealth management to clients and their families, supporting multi-generational financial literacy.
• Consolidated Reporting Reports that aggregate a client's wealth distributed across multiple custodians into a single consolidated report, providing a unified view of total net worth.
• Specialist Coordination Selection and coordination of top market specialists in tax, succession, and fiduciary structuring matters on behalf of client families.
• Client Portal (Addepar) Client-facing portal powered by Addepar where clients access information and reports for portfolio management and family wealth analysis.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

One partnership is on record.

• AddeparcoreTechnology or IntegrationLarch Capital uses Addepar as its client portal and portfolio management platform, providing consolidated reporting across multiple custodians and real-time portfolio visibility for clients.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Bessemer Trust: One of the largest U.S. multi-family offices providing multi-generational wealth advisory, investment management, and trust services to HNW families — directly comparable in service mix (investment advisory, financial education, fiduciary coordination) and client segment to Larch Capital Partners.
• Pitcairn: Multi-family office known for multi-generational wealth planning, family governance, and successor education — directly comparable to Larch's emphasis on financial education, succession, and fiduciary structuring for HNW families.
• Pathstone: Multi-family office offering comprehensive wealth advisory, investment management, and family office services to HNW families and foundations, with growing tech-enabled reporting capabilities — directly comparable in scope and client profile to Larch.
• Brown Brothers Harriman Wealth Management: Long-standing private partnership offering multi-family office services including investment advisory, trust, estate, and multi-custodian reporting for HNW families — directly comparable structure and service suite to Larch.
• Glenmede: Independent, fee-only multi-family office and investment manager serving HNW families, endowments, and foundations with personalized wealth advisory and multi-custodian reporting — closely matches Larch's independent fiduciary positioning and service breadth.

Emerging players

• Creative Planning: Large independent, fee-only RIA with a growing multi-family office practice; offers comparable wealth advisory, financial planning, and consolidated reporting — partial overlap, particularly for the HNW portion of Larch's clientele.
• Cambridge Associates: Investment advisor and OCIO provider serving HNW families, foundations, and endowments; partial overlap with Larch in discretionary portfolio management and multi-custodian reporting, but with a more institutional tilt.

Broad incumbents

• Credit Agricole Indosuez Wealth (Miami): Global private bank and the former employer of most Larch founding partners; operates a large LatAm-focused private banking franchise in Miami with broader balance-sheet lending and product capabilities, representing both the source of Larch's client relationships and its principal incumbent competitor.
• J.P. Morgan Private Bank: One of the world's largest private banks with a dedicated LatAm/Miami presence serving ultra-HNW families with investment advisory, lending, and cross-border wealth solutions; competes with Larch for the upper end of the same target market.
• Pictet Group: Swiss private bank with a substantial wealth management franchise serving LatAm HNW families; offers broader services than Larch but competes for the same client segment and is actively expanding its Miami presence.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/larch-capital-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Larch Capital Partners