Founded in 2008 by a group of senior investment executives, The Montauk Group is a Registered Investment Advisor (RIA) based in New York. The firm operates as a multi-family office, offering holistic wealth management services that encompass investment management, estate and tax planning, and philanthropic strategies. They emphasize a fiduciary responsibility to their clients, providing objective advice and customized solutions to preserve and grow wealth across generations.

Founded in

United States