Parkview
Parkview Group is an independent multi-family office founded in 2011, serving high-net-worth families, family offices, endowments, and foundations across five global offices (Zurich, New York, London, Geneva, Cyprus) with wealth management, OCIO, consolidated reporting, and estate planning services.
- Company typePrivate
- Founded2011
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Parkview does
Parkview Group is an independent multi-family office founded in 2011 by senior wealth and asset management professionals to serve high-net-worth families, family offices, endowments, and foundations across global markets. The firm operates from five offices in Zurich (headquarters, FINMA-licensed), New York, London, Geneva, and Larnaca (Cyprus), with Parkview Ltd and Parkview US LLC both registered as investment advisers with the SEC under the Investment Advisers Act of 1940.
The firm's core product suite encompasses wealth management, Outsourced Chief Investment Officer (OCIO) services, consolidated multi-custodian reporting and investment controlling, family office formation and health checks, legacy and estate planning, and a next-generation education program. Proprietary client-facing tools include the Parkview Portfolio Health Check™ (a USD 20m+ portfolio review), Wealth Trajectory Simulation (Monte Carlo-based), Stress Test Snapshot, Hidden Cost Analysis, and Portfolio Income Calculator. The firm augments its advisory practice with thought-leadership assets, including the co-authored "Family Office Navigator" book (with IMD Business School, Cambridge Family Enterprise Group, and Family Business Network) and contributions to the IMD-FNB Global Family Office Report.
Parkview's business model is fee-based advisory revenue drawn from a deliberately limited client base, with services priced on a quote basis and not publicly disclosed. The go-to-market is relationship-led, driven by senior partners and supported by multi-language content marketing across English, Spanish, Portuguese, German, and French. Revenue derives from recurring fees on AUM, OCIO mandates, and ancillary advisory services; no specific pricing is disclosed. The firm is privately owned by senior partners, with institutional backing from Cathay Capital disclosed in 2025 alongside a healthcare-services acquisition (a Florida periodontist practice) that signals selective expansion into direct investments.
Parkview firmographics
Firmographics- Name
- Parkview
- Legal name
- Parkview Ltd.
- Website
- https://parkviewgroup.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Parkview Group is an independent multi-family office founded in 2011, serving high-net-worth families, family offices, endowments, and foundations across five global offices (Zurich, New York, London, Geneva, Cyprus) with wealth management, OCIO, consolidated reporting, and estate planning services.
- Ownership category
- akta.pro rank
Parkview industry classification
Industry- Product category
- Multi-Family Office Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
- akta.pro secondary industries
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family Office Services (Single & Multi-Family Office) (FSABADAF), Family Business & Succession Advisory (FSAAADAL), Family Governance & Next-Gen Advisory (Education, Family Councils) (FSAAABAK)
Keywords
Where Parkview is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Parkview business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales, Others
Revenue model
- Wealth Management and Advisory Services: Parkview generates revenue through fee-based advisory and wealth management services delivered to high-net-worth families, family offices, endowments, and foundations. As an independent multi-family office, they charge fees for investment management, OCIO services, consolidated reporting, and related advisory services. No specific fee structure or AUM-based pricing details are publicly disclosed.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Parkview product offering
Product offeringCore offering
Parkview Group operates as an independent multi-family office delivering comprehensive wealth management, Outsourced Chief Investment Officer (OCIO) mandates, investment advisory, consolidated multi-custodian reporting, investment controlling, deal sourcing, family office formation, legacy and estate planning, and next-generation education. Services are coordinated under one roof and tailored separately for individuals and families, family offices, endowments and foundations, and trustees.
Product overview
Parkview Group operates as an independent multi-family office offering a comprehensive suite of wealth management and advisory services. The core offering consists of wealth management, OCIO (Outsourced Chief Investment Officer), consolidated reporting, and family office formation services. These are complemented by interactive portfolio tools including the Parkview Portfolio Health Check™, Wealth Trajectory Simulation (Monte Carlo), Stress Test Snapshot, Portfolio Income Calculator, and Hidden Cost Analysis. The firm also provides educational resources and publications including the Family Office Navigator guide and The Global Family Office Report. Services are delivered through offices in Zurich, New York, London, Geneva, and Cyprus.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management
- Parkview Portfolio Health Check™
- Outsourced Chief Investment Officer (OCIO)
- Consolidated Reporting & Investment Controlling
- Family Office Formation & Health Checks
- Legacy & Estate Planning
- Next Generation Education Program
- Family Office Navigator
- The Global Family Office Report
Companies that use Parkview
Customer profileSegments4 records
Ideal customer profiles3 records
Parkview technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Parkview partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- IMD Business SchoolcoreParkview partners Martin Liechti and Marius Holzer co-authored the Family Office Navigator book with Professor Peter Vogel of IMD Business School. Published in association with IMD, Cambridge Family Enterprise Group, and Family Business Network, the book provides practical frameworks for establishing and managing multigenerational family offices.
- Cambridge Family Enterprise GroupcorePartnered with Parkview and IMD Business School to co-publish the Family Office Navigator book, contributing expertise on family enterprise dynamics and succession planning.
- Family Business NetworkcorePartnered with Parkview and IMD Business School to co-publish the Family Office Navigator book, providing practical guidance for family office governance and multigenerational success.
- IMD-FNB (IMD Business School and FNB Group)coreParkview contributed to the IMD-FNB Global Family Office Report, the most comprehensive study on family offices. This research partnership provides benchmarking data and industry insights on family office trends, governance practices, and investment approaches.
Scale indicators2 records
Recent moves6 records
Expansion highlights6 records
Parkview competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: One of the largest independent multi-family offices in the U.S., Bessemer Trust serves HNW and UHNW families with OCIO, wealth advisory, trust services and family-office support — directly comparable to Parkview's core offering.
- Glenmede: Independent, employee-owned multi-family office serving HNW families and endowments with discretionary investment management, trust and family-office services — directly comparable to Parkview's independence-led positioning.
- Tiedemann Advisors: Independent multi-family office providing OCIO, wealth management and family-office services to UHNW families globally; comparable size, structure and target client to Parkview.
- Cresset Capital: Independent multi-family office serving HNW families with concierge-style wealth advisory, family office services and direct investing — directly competes with Parkview in the U.S. HNW segment.
- Aspiriant: Independent wealth management firm offering OCIO, financial planning and family office services to HNW households — closely comparable by structure and service mix.
- Whittier Trust: Multi-family office providing investment management, trust and family-office services to HNW families and foundations, with multi-generation focus — closely comparable.
- Constellation Wealth Capital: Independent multi-family office with OCIO and family-office services for HNW families, partially PE-backed — closely comparable structure and target client to Parkview.
- PagnatoKarp Partners: Independent boutique wealth advisory serving UHNW families with OCIO, family-office and direct-investing capabilities — comparable by positioning and audience.
Broad incumbents
- Brown Brothers Harriman (BBH Private Banking): Large, established U.S. private bank with deep multi-family-office capabilities serving UHNW families globally — competes in the same HNW segment but as part of a much broader financial services franchise.
- Mercer Advisors: Large national RIA offering family-office-style wealth management, OCIO and financial planning to HNW households — operates at greater scale but in the same category as Parkview.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks7 records
Key highlights6 records
Customer concentration
Parkview social profiles
Digital presenceParkview financial estimates
Financial estimateRevenue estimate
Valuation estimate
Parkview leadership team
Management profileNumber of profiles
Profiles8 records
Parkview funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Parkview M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Parkview
What does Parkview do?
Parkview Group operates as an independent multi-family office delivering comprehensive wealth management, Outsourced Chief Investment Officer (OCIO) mandates, investment advisory, consolidated multi-custodian reporting, investment controlling, deal sourcing, family office formation, legacy and estate planning, and next-generation education. Services are coordinated under one roof and tailored separately for individuals and families, family offices, endowments and foundations, and trustees.
Is Parkview a public or private company?
Parkview is a private company. It is classified as private equity controlled and is currently operating.
When was Parkview founded?
Parkview was founded in 2011. It employs 11 to 50 people.
Where is Parkview based?
Parkview is headquartered in New York, United States, in the North America region.
How does Parkview make money?
One revenue line is on record: wealth Management and Advisory Services.
Who are Parkview's main competitors?
Direct peers on record are Bessemer Trust, Glenmede, Tiedemann Advisors, Cresset Capital, Aspiriant, Whittier Trust, Constellation Wealth Capital and PagnatoKarp Partners. Broad incumbents are Brown Brothers Harriman (BBH Private Banking) and Mercer Advisors.
Does Parkview have an API?
No public API is recorded for Parkview.
What industry is Parkview in?
Parkview's product category is Multi-Family Office Wealth Management. Its primary akta.pro industry code is FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO), with a secondary code of FSAEAAAI, Family Office Advisory (Single/Multi-Family). Its NAICS code is 523940 and its SIC code is 6282.