FarrCrest Capital operates as a private family office focused on the long-term stewardship, governance, and intergenerational continuity of the founding family's wealth. The firm does not offer investment advisory, wealth management, financial planning, or related services to the public or external clients. Its services include portfolio management, family capital oversight, generational and legacy coordination, family governance, philanthropic principles planning, and life and transition preparedness. Portfolios are managed using long-only strategies across equity and fixed-income allocations, emphasizing fundamental research and long-term capital preservation.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on the client's portfolio value and complexity.