About Us

About

Rhine Vest Capital

Our group is a multi-family office

Rhine Vest Capital was born out of a request from its founder’s clients, who wanted to be independent from anyone financial institution. The clients wanted to continue working with their trusted adviser but did not want to keep all their assets in one bank. They wanted access to multiple custodians, multiple jurisdictions, institutional pricing, and investment banking products that were not necessarily available at private banks, while at the same time having one point of contact.

Rhine Vest Capital specializes in providing tailored financial services to affluent families, helping them grow, protect, and transfer their wealth across generations. These firms offer a holistic approach to managing family finances, combining investment strategies, tax planning, estate planning, and philanthropy guidance.

Rhine Vest Capital is a multi-family office, based in New York, catering to the very specific investment management and advisory needs of high net worth individuals, families, trusts and charities.

As an independent wealth management and investment advisory firm we provide trusted advice that is based on understanding the needs of our clients and responding to them effectively.

What We Do

Transform, Transcend, Triumph

Family Wealth Management Operational Consulting

Rhine Vest Capital operational consulting focuses on optimizing the internal systems, processes, and strategies of family offices or wealth management firms. Read More

Family Wealth Management Strategy Consulting

Rhine Vest Capital strategy consulting provides high-net-worth families with tailored advice to align their financial goals, values, and long-term aspirations. This type of Read More

Family Wealth Management Financial Consulting

Rhine Vest Capital financial consulting focuses on creating and implementing financial strategies that address the unique needs of high-net-worth families. This service ensures Read More

Our Beloved Clients

Our Process

Redefining Boundaries with Brilliance

01

Discover

Rhine Vest Capital involves a structured process to ensure the preservation, growth, and efficient transfer of wealth across generations
02

Strategize

Strategizing for family wealth management involves creating a robust, long-term plan that aligns with the family’s financial goals, values, and future aspirations
03

Implement

The implementation phase in family wealth management is where strategies and plans are put into action to achieve the family’s financial goals. This step ensures that every element of the strategy is executed effectively, with oversight and adjustments as needed

Our Team

Meet Our Professional Team

John Smith

Founder

Olivia Brown

Co-Founder

William Wilson

Co-Founder

Daniel Anderson

Divider

CEO

Elina Smith

CTO

Andrew Jackson

CIO

Emilia Potocki

CFO

Anna Potocki

COO

Get Started

Nurturing Growth, One Idea at a Time

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