Founded in 2004, Cook Pine Capital, LLC operates as a fiduciary wealth management firm and multi-family office. The company is dedicated to serving the complex financial needs of ultra-high-net-worth individuals and their families by acting as a "personal CFO." Their core mission is to provide objective, comprehensive, and integrated advice across all aspects of a client's financial life, including investment management, tax and estate planning, and philanthropic strategies. The firm emphasizes a long-term, relationship-based approach to preserve and grow generational wealth.

Founded in

United States