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FigTree Financial Group

Multifamily office listing in St. Michael, Barbados.

  • Founded 2016
Headquarters
St. Michael, Barbados
Founded
2016

FigTree Financial is a Caribbean and Miami advisory firm providing wealth management, family office services, and insurance solutions.12

Overview

The firm operates under the FigTree Financial name, with offices in Barbados, Trinidad and Tobago, the Cayman Islands, and Miami. FigTree says its team has grown from two founders to 23 professionals serving clients across four offices.1

Barbados’ Financial Services Commission lists Figtree Family Office Limited as an Investment Adviser and identifies Christopher A. Gregory as an investment adviser for the company.3

History

FigTree says it was founded in 2016 by Daniel Farmer and Christopher Gregory.1

Leadership

Daniel Farmer is Founder and Executive Chairman. The firm says he has more than 20 years of experience in banking, wealth structuring, and investment management.1

Christopher Gregory, CAIA, is Founder and CEO/CIO. He oversees operations, investment philosophy, and client experience across the firm’s markets.1

Charles King, CFA, is Lead Advisor for Barbados and brings more than 12 years of experience in risk management, investment management, and capital markets.1

Services

FigTree provides wealth management, family office services, and insurance services.2

Its family office services include estate planning, governance and coordination, investment oversight, risk management, cash management, reporting, and compliance.4

What the firm offers

  • Investment management
  • Estate planning
  • Family governance and education
  • Risk and insurance

Client Focus

FigTree says its wealth management clients include executives, business owners, entrepreneurs, individuals, and families. The firm works with clients navigating wealth accumulation, liquidity events, retirement, preservation, and succession.5

Approach

FigTree describes its investment advisory approach as independent and tailored to each client’s needs, with portfolios guided by data, experience, and long-term goals.2

The firm says it does not use in-house products or pooled vehicles and does not impose lock-up periods for wealth management clients.5

FAQs

When was FigTree Financial founded?

FigTree says it was founded in 2016 by Daniel Farmer and Christopher Gregory.1

What services does FigTree Financial provide?

The firm provides wealth management, family office services, and insurance services. Its family office work covers areas such as estate planning, governance, investment oversight, risk management, cash management, reporting, and compliance.24

Who does FigTree Financial serve?

FigTree says it serves executives, business owners, entrepreneurs, individuals, and families dealing with accumulation, liquidity events, retirement, preservation, and succession.5

  • LocationMultifamily offices in Barbados

    This Barbados-focused page gives a reader regional context for comparing multifamily office options in the Caribbean. It can help a family or business owner consider how investment management, estate planning, family governance, education, and insurance needs may fit within a broader advisory relationship.

  • GuideMultifamily office services

    This overview explains the range of services a multifamily office may provide, from investment management and estate planning to family education, governance, and risk planning. It gives a prospective client a framework for discussing which needs matter most across personal wealth, business interests, and family responsibilities.

  • Network siteFamilyBusinesses.com

    FamilyBusinesses.com offers directories and practical playbooks for owners managing family enterprises. A reader considering FigTree Financial can use it to think through succession, family governance, education, and the relationship between business decisions, estate planning, insurance, and long-term wealth management.

  • DataMFOs by decade founded

    This page groups multifamily offices by the decade in which they were founded, giving readers one way to study how firms differ in age and operating history. For a Caribbean or Miami family, that context can inform questions about continuity, ownership, service scope, and experience with multigenerational planning.

  • GuideSpecialized multifamily offices

    This resource focuses on multifamily offices built around particular specialties or client needs. It can help a family or business owner assess whether priorities such as investment management, estate planning, family governance, education, or insurance call for a specialized advisory focus in the Caribbean or Miami.

Sources

  1. FigTree Financial, About Us
  2. FigTree Financial, Services
  3. Barbados Financial Services Commission, Securities Register, November 2025
  4. FigTree Financial, Family Office Services
  5. FigTree Financial, Wealthy Individuals and Families

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.

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