Nordwand Capital

Overview

Nordwand Capital operates through Nordwand Advisors, LLC and Nordwand Investments, LLC. Nordwand Advisors is an independent registered investment adviser offering investment management, trust and estate planning, philanthropic strategies, and other customized advisory services.²

History

The firm’s public materials identify Jim Martin, Christopher Boyle, Ted Brooks, CFA, and Gerald Kane as founders and partners.³

Leadership

Jim Martin is Founder and Partner and Chief Executive Officer. Christopher Boyle is Founder and Partner and Operations Manager. Ted Brooks, CFA, is Founder and Partner and Chief Investment Strategist. Gerald Kane is Founder and Partner and Chief Compliance Officer.³

Additional senior professionals include Douglas H. DeLong, CFA, Managing Director and Senior Portfolio Manager; Patrick J. McGinnis, Jr., Managing Director and Senior Portfolio Manager; Teresa Veight, Director of Client Service; and Connor Martin, Founder and Senior Associate.³

Services

Nordwand provides fee-based investment management, budgeting and cash-flow analysis, retirement income planning, generational transfer planning, charitable giving strategies, and tax and estate planning. Nordwand Advisors offers discretionary and non-discretionary investment management and financial planning to individuals, trusts, and estates.⁴⁵

Nordwand Investments offers a co-investment flagship fund, special purpose vehicles, and proprietary listed strategies for qualified investors. The firm reports receiving more than $250 million in seed capital for several funds and special purpose vehicles.²⁴

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Retirement planning

Client Focus

Nordwand serves high-net-worth families and works with individuals, trusts, and estates. Its planning process considers tax efficiency, long-term growth, current income, liquidity realities, and each client’s risk tolerance.¹⁵

Approach

Nordwand emphasizes family tax, trust and estate advisory, generational continuity, philanthropic goals, detailed investment selection and oversight, and an open platform for institutional-level manager research. The firm reports that its team has more than 100 years of combined investment experience and uses internal and external due diligence, supported by regular Investment Committee meetings, to guide asset allocation and investment selection.⁶

The firm also provides access to multi-stage private, direct, and co-investing opportunities as part of its investment process.⁶

Assets and Minimums

Nordwand Investments reports more than $250 million in seed capital received for several funds and special purpose vehicles. Nordwand Advisors’ March 20, 2026 Form CRS states that its annual asset-based fee is negotiable and generally does not exceed 1.50%. The firm reports no required minimum asset level or minimum annual fee for investment management services.⁴⁵

FAQs

Related resources

• LocationMultifamily offices in Pennsylvania

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• Network siteEstatePlanner.com

  EstatePlanner.com provides guides on wills, trusts, beneficiary choices, and related estate topics. These materials can help a family prepare focused questions about estate planning, tax planning, charitable giving, and how those decisions connect with investment and retirement goals.

• Network siteFamilyOffices.com

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• GuideHow multifamily offices invest

  The How multifamily offices invest page explains common approaches to portfolio construction, risk, diversification, and manager selection. It gives a prospective client a basis for asking how an investment strategy may relate to liquidity needs, business ownership, family objectives, and long-term retirement planning.

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Sources

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.