(qp) global family offices

Overview

QP Global Family Offices, LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser.¹ Its registration took effect on April 23, 2018, with CRD number 294879 and SEC file number 801-112913.² The firm’s principal office is listed in Greenwich, Connecticut.² QP Global describes its business as an independent boutique working with a select group of families.³

History

The firm says it began in 2017, founded by professionals with experience leading major single family offices.³ Peter S. Pauley earlier held Chief Investment Officer and Chief Operating Officer positions at a single family office serving an internationally prominent family.⁴ During that period, he established the office and oversaw more than $1.3 billion in public and private investments.⁴ His previous employers included The Capital Group, Wilkinson O’Grady, Webster Financial Advisors, and Bankers Trust.⁴

Brendan P. MacMillan previously served as Chief Investment Officer at Akkad Capital Partners and Ocean Road Advisors, as well as sole Portfolio Manager at Legatum Capital.⁴ His prior experience also includes partnership at Oceanwood Capital, helping launch Clarium Capital, and work with Merrill Lynch’s Mergers and Acquisitions group.⁴

Timeline

1. 2017The firm says it began in 2017, founded by professionals with experience leading major single family offices.
2. 2018Its registration took effect on April 23, 2018, with CRD number 294879 and SEC file number 801-112913.

Leadership

Peter S. Pauley, CFA, serves as Founder and Chief Executive Officer and chairs the Investment Committee.⁴ His academic credentials include an MBA from Columbia Business School, a BA from Duke University, and the Chartered Financial Analyst designation.⁴

Brendan P. MacMillan serves as Founder and Chief Investment Officer.⁴ He earned a BA in Economics from Bates College and an MBA from Harvard Business School, and completed the General Course at the London School of Economics.⁴

Services

QP Global provides single family office support and manages such offices for a limited number of financially significant families worldwide.¹ Its stated offerings cover establishing and running a family office, family office investing, and private investment management.¹

The CRS lists possible work in investment advice, wealth management, risk management, direct private investments, investment education, succession planning, combined reporting, trust and estate planning, tax planning, cash flow management, and budgeting.¹ The website also identifies strategic planning and governance, investment management, operations and administration, and financial reporting.³

The firm says it coordinates outside service providers and supervises the family’s broader financial ecosystem.³ Advice is generally nondiscretionary, although clients may request that QP Global exercise investment discretion.¹ The firm says its advice is not restricted to specific investment categories and that it does not provide proprietary products.¹

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Family governance and education
• Administration and bill pay
• Risk and insurance

Client focus

According to the CRS, QP Global generally advises families with at least $200 million in investable net worth.¹ Its website presents a managed single family office structure where each family has its own office, entity, staff, and investment office.⁵ QP Global says the family remains the chief executive of its wealth, while the firm may act as CIO, COO, principal representative, family strategist, and chief problem solver.³

Investment philosophy and approach

The firm says its shared platform is built around People, Process, Philosophy, and Purpose, which it calls the four Ps behind its name.³ It describes an approach that combines family ownership of the office with investment work, administration, reporting, and coordination of outside providers.³⁵ The firm also says it can provide family office investing and private investment management across investment types.¹

FAQs

Related resources

• LocationMultifamily offices in New York

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• Network siteEstatePlanner.com

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• GuideData privacy and security with an MFO

  This resource outlines privacy and security questions families may raise when sharing financial, tax, insurance, and household information with an outside office. Readers can use it to ask about access controls, data handling, vendor oversight, confidentiality practices, and communication procedures before engaging a managed family office.

• Similar firmsEhrenkranz Partners
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  Profiles for Ehrenkranz Partners, Bessemer Trust, and Cerity Partners Family Office provide additional points of comparison on this site. Reviewing their stated services, client focus, locations, and organizational models can help a family or business owner frame questions for QP Global Family Offices about investment, planning, governance, and administration needs.

Sources

1. SEC Form CRS for QP Global Family Offices, LLC , accessed 2026-10-23.
2. SEC and IAPD registration record , as of 2026-10-06.
3. QP Global About page , accessed 2026-10-23.
4. QP Global Founders page , accessed 2026-10-23.
5. QP Global Options page , 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.