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Knuff & Company LLC

Multifamily office listing in Foster City, California, United States.

  • SEC-registered
Regulatory AUM
$394 million
Employees
4
Clients
1-10
Published minimum
$2 million

Knuff & Company is a multi-family office serving as a steward of multigenerational wealth.

Overview

Knuff & Company provides coordinated wealth management for families across generations. The firm describes its culture as client-centric, integrity-focused, intellectually curious, and grounded in managing its own family wealth.1

History

The firm reports more than 33 years of family wealth management experience.1

Leadership

H. Penny Knuff, CFA, is Managing Partner. William G. Knuff, III, is Managing Partner, Head of Research, Chief Compliance Officer, and co-owner. Mary Lau serves as Trust Officer, and Katy Rakestraw is Vice President of Investments.2

Services

Knuff & Company provides multigenerational financial and estate planning, active investment management, portfolio management, trust management, and coordination with accountants and attorneys.1

Its advisory work includes asset allocation, concentrated positions, family business valuation and succession, transition and exit planning, philanthropy, and tax efficiency.1

What the firm offers

  • Investment management
  • Tax planning
  • Estate planning
  • Philanthropy
  • Business owner services

Client Focus

The firm focuses on multigenerational families and engages multiple generations to understand and support their financial goals and ambitions. Its March 6, 2025 Client Relationship Summary describes wealth planning and portfolio management for high net worth individuals and families.3

Approach

Knuff & Company describes its investment process as holistic, bespoke, and research-driven. Fundamental analysis, first-principles thinking, and behavioral economics guide its work.1

The firm states that it favors long-term equity investments in businesses led by capable founder-owners and practices patient, fundamental research.1

Assets and Minimums

The firm’s March 6, 2025 Client Relationship Summary states that its required minimum initial account size is $2 million.3

Knuff & Company is listed by the SEC as an approved investment adviser, effective September 6, 2018, under CRD 298203 and SEC file number 801-113925.4

By the numbers

Regulatory AUM by year$0K$108M$217M$325M$433M2019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 298203. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2019$149 million$149 million$0
2020$194 million$194 million$0
2021$271 million$271 million$0
2022$359 million$359 million$0
2023$269 million$269 million$0
2025$385 million$385 million$0
2026$394 million$394 million$0
Average AUM per client by year$0K$4M$8M$12M$16M2019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 298203. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2019$11 million
2020$10 million
2021$12 million
2022$15 million
2023$11 million
2025$14 million
2026$14 million
Clients by type (2026)High net worth individuals28Pooled investment vehicles1
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 298203. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
High net worth individuals28
Pooled investment vehicles1
Employees by year012342019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 298203. As of .
Employees reported on Form ADV
YearEmployees
20193
20203
20213
20223
20233
20254
20264

Ranks #17 of 22 SEC-registered firms in CA on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 298203. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

What type of firm is Knuff & Company?

Knuff & Company is a multi-family office serving multigenerational families with wealth planning, investment management, trust management, and related coordination services.1

What services does Knuff & Company provide?

Its services include financial and estate planning, asset allocation, portfolio and trust management, family business succession planning, philanthropy, tax efficiency, and coordination with outside accountants and attorneys.1

What is the stated minimum initial account size?

The firm’s March 6, 2025 Client Relationship Summary states a required minimum initial account size of $2 million.3

  • LocationMultifamily offices in California

    This California directory helps families and business owners compare multi-family office options by region and service focus. It can frame questions about investment management, tax planning, estate planning, philanthropy, and business owner support when considering a firm serving multigenerational wealth.

  • Network siteEstatePlanner.com

    EstatePlanner.com offers practical guides on wills, trusts, and related planning decisions. A family considering Knuff & Company can use these materials to clarify personal priorities before discussing estate planning, tax coordination, charitable intentions, and succession concerns with an advisory team.

  • GuideMFO vs SFO vs virtual family office

    This comparison explains how multi-family offices differ from single-family offices and virtual family offices. It helps a wealthy family or business owner assess which operating model fits the desired level of shared services, privacy, coordination, and support across investments, taxes, estate matters, and philanthropy.

  • DataMFO fee types from Form ADV

    This guide explains fee categories that may appear in Form ADV filings, including advisory charges and other compensation disclosures. Reviewing the terminology can help prospective clients prepare focused questions about costs, services, conflicts, and how an advisory relationship may support investment management and broader family planning.

  • Similar firmsAndina Capital Management, LLC
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    Profiles for Andina Capital Management, Arrowroot Family Office, and Centura Wealth Advisory provide additional points of comparison on this site. Reading them may help families and business owners contrast service descriptions, client focus, and planning scope while evaluating options for multigenerational wealth stewardship.

Sources

  1. Knuff & Company, About Us
  2. Knuff & Company, Team
  3. Knuff & Company, Client Relationship Summary, March 6, 2025
  4. SEC Investment Adviser Public Disclosure, Knuff & Company

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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