Fitzpatrick Family Office

Overview

Fitzpatrick Family Office says it was established to create and sustain multigenerational wealth through flexible, adaptable investment strategies. The firm reports that more than $400 million has been deployed across global industries and holdings, contributing to over $2 billion in assets under management.¹

History

The Fitzpatrick family says it has pursued private investing through venture capital and private equity for more than 30 years.¹

Leadership

Rob Fitzpatrick is identified as Head Of Family.¹

Services

The office describes capabilities in long-term cash flow and asset appreciation, succession planning, corporate governance, trusts and estates, philanthropy, commodities, private equity, venture capital, hedge funds and commercial real estate. Its investment funds take between 5% to 100% equity positions.²

What the firm offers

• Estate planning
• Philanthropy
• Family governance and education
• Private and alternative investments

Client Focus

Fitzpatrick Family Office says it works with successful entrepreneurs, families and high-net-worth individuals to preserve and grow wealth.¹

Approach

The office states that its global holdings are held through trusts and corporations, including dynasty trusts designed for multigenerational continuity. Its strategy spans real estate, renewable energy, investment funds, commodity trading, gold, silver, cryptocurrency and private equity.²

Assets and Minimums

The firm reports that its current investment portfolio exceeds USD $400 million. Its real estate interests include global development projects involving more than 40,000 acres and extensive multifamily property holdings. The office also reports more than $5 billion of renewable-energy developments across wind, solar, battery storage, waste-to-energy and hydro turbines, while its startup investment fund has deployed more than $150 million.²

FAQs

Related resources

• LocationMultifamily offices in Bahamas

  This directory helps families compare family office options in the Bahamas and see how regional providers may address estate planning, philanthropy, and family governance. A business owner considering Fitzpatrick Family Office can use it to frame questions about jurisdiction, investment oversight, and support for family education.

• Network siteCorporateVentureCapital.com

  CorporateVentureCapital.com lists corporate venture capital firms, giving readers a reference point for understanding how institutions pursue private and alternative investments. Families or business owners speaking with Fitzpatrick Family Office can use the directory to clarify their interests in direct investing, strategic holdings, and the relationship between business capital and family wealth.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com offers directories and playbooks for owners thinking about governance, succession, and continuity across generations. Its material can help a family considering Fitzpatrick Family Office prepare questions about family education, decision rights, philanthropy, and how a family office might support an operating business alongside broader wealth planning.

• GuideHow multifamily offices invest

  This MultifamilyOffices.com page explains common ways multifamily offices allocate capital across public markets, private investments, and other assets. Readers assessing Fitzpatrick Family Office can use those concepts to discuss diversification, global holdings, risk preferences, and how investment oversight may fit alongside estate planning and family governance.

• Similar firmsIPG Family Office Ltd.
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  Profiles of IPG Family Office Ltd., Holdun, and The Windermere Group give readers similar reference points when reviewing firms serving wealthy families. Comparing their stated services and locations with Fitzpatrick Family Office can help a prospective client organize questions about governance, philanthropy, estate planning, and private or alternative investments.

Sources

1. https://fitzpatrickfamilyoffice.com/
2. https://fitzpatrickfamilyoffice.com/about/

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.