Crescent Pine Family Office Group

Overview

Crescent Pine Family Office Group describes itself as an independent private wealth manager.² It serves business owners, founders, entrepreneurs and ultra high net worth families.² The firm says it helps member families simplify complex financial decisions and manage their financial affairs.² Crescent Pine also describes a select client group receiving around the clock responsiveness and personalized attention.¹

History

The firm’s website reported that founder and managing partner Ronan M. O’Byrne launched Crescent Pine in 2022.³ The website also states that O’Byrne has more than 25 years of industry experience.²

Leadership

Ronan M. O’Byrne is Founder and Managing Partner.⁴ Sam J. Berger is Financial Advisor, Private Client Services.⁴ Crescent Pine identifies Mary Ann Bartels as Chief Investment Strategist at Sanctuary Wealth.⁴ Patrick McGowan is Managing Director, Head of Alternative Investments at Sanctuary Wealth.⁴ Kaylie Zielinski is Business Development and Delivery Tech Consultant at Sanctuary Wealth.⁴ Lili Kaufmann is Head of Transitions at Sanctuary Wealth.⁴ Shanelle Grisso is Director, Head of Platform Education and Community at Sanctuary Wealth.⁴ Josh Freeman is Managing Director, Head of Capital Markets at Sanctuary Wealth.⁴ Robert Gaudio is Managing Director of Operations and Administration at Sanctuary Wealth.⁴ Oksana Poznak is Director of Strategic Partnerships at Sanctuary Wealth.⁴ Kevin Chase is Chief Compliance Officer at Sanctuary Wealth.⁴

Services

Crescent Pine lists wealth planning and goals based investing, including bespoke investment portfolios.⁵ Its wealth strategy services include trust and estate advisory, legacy planning, pre transaction guidance and risk mitigation.⁵ Banking and credit consulting includes banking support, preferred lending rates, credit risk management and portfolio support.⁵ Liquidity and exit planning addresses company growth, business sales and funding a next venture.⁵ Trust services include trustee services and delegation or management of trust assets.⁵ Family governance and education addresses shared values, long term goals, family legacy and family communication.⁵ Philanthropy and impact services address philanthropic approaches, core values, charitable contributions and impact giving.⁵

The firm offers private investment opportunities with stated direct access to institutional quality private investments.⁵ Listed investment types include private credit, private equity, real estate and venture capital.⁵ Listed structures include direct investments, co investments, secondary investments, joint ventures and fund investments.⁵ Listed sectors include food and beverage, financial services, healthcare and wellness, industrial and manufacturing, music royalties, real estate and QOZ, and software and technology.⁵

Crescent Pine says Sanctuary Wealth provides resources and support for its Outsourced CIO process.⁴ Sanctuary Wealth also supplies its technology and operating platform.⁵ BNY Mellon | Pershing and Fidelity are identified as custodians selected to safeguard client assets.⁵ Fieldpoint Private Bank & Trust provides private banking and related services.⁵

What the firm offers

• Financial planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Risk and insurance
• Business owner services
• Private and alternative investments

Client focus

The firm focuses on ultra high net worth families and business owners, including founders and entrepreneurs.¹ Its family office approach addresses legacy building and the needs of future generations.¹

Investment philosophy and approach

The firm says its planning model considers the full balance sheet, goals based financial planning and prudent risk management.¹ It describes customized investment management as part of its approach.¹ Crescent Pine says its intended client experience emphasizes stewardship, individual attention, integrity and discretion.¹ Its private market access is provided through the Sanctuary Wealth Alternative Investment Platform.⁵

FAQs

Related resources

• LocationMultifamily offices in New York

  For families comparing providers in New York, this page offers context on the local multifamily office market and common service areas. It can help readers frame questions about financial planning, fiduciary work, philanthropy, governance, insurance, and private investments when reviewing Crescent Pine Family Office Group.

• Network siteEstatePlanner.com

  EstatePlanner.com provides practical guides on wills, trusts, and estate planning topics. A reader can use these materials to prepare questions about fiduciary arrangements, family governance, wealth transfer, and philanthropic goals before speaking with a firm serving ultra high net worth families and business owners.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com combines a directory with playbooks for family-owned companies. Business owners can use it to consider issues such as succession, governance, liquidity, and decision-making, then relate those questions to services involving business owner planning, family education, risk management, and private or alternative investments.

• GuideData privacy and security with an MFO

  This MultifamilyOffices.com resource explains privacy and security questions families may raise when sharing financial, business, trust, and family information with an MFO. Readers can use it to organize due diligence questions about data access, confidentiality practices, technology, insurance, and oversight.

• Similar firmsBessemer Trust
  BBH Multi-Family Office
  Eagle Bay Family Office

  Profiles of Bessemer Trust, BBH Multi-Family Office, and Eagle Bay Family Office give readers additional points of comparison on service descriptions and client focus. Reviewing these firms alongside Crescent Pine Family Office Group may help a family or business owner clarify priorities across planning, fiduciary work, governance, and investments.

Sources

1. Crescent Pine About accessed 2026-10-23.
2. Crescent Pine accessed 2026-10-23.
3. Ronan M. O’Byrne biography accessed 2026-10-23.
4. Crescent Pine Our Team accessed 2026-10-23.
5. Crescent Pine Family Office Solutions accessed 2026-10-23.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.