Robert Westbrook has spent 30 years building one of the East Coast most respected multi-family office practices. A former CFO and CPA who transitioned to wealth management after seeing firsthand how poorly most professionals manage executive wealth, Robert now leads a team of 45 advisors serving Fortune 500 executives, family offices, and institutional clients.
Investment Philosophy
We manage wealth the way endowments do — with a long time horizon, disciplined asset allocation, and access to institutional-quality alternatives. Our clients do not just want returns; they want a legacy.
Wealth is not about accumulating more. It is about creating lasting impact.
Firm Information
"Where Wealth Meets Legacy"
FirmWestbrook Partners
PositionFounder & Managing Partner
Agency TypeMulti-Family Office
Firm CRD#801-09821
About FirmOne of New York premier multi-family office and institutional advisory practices. Founded in 1994, we serve over 80 ultra-high-net-worth families and 15 institutional clients across the country.
We believe wealth management is a deeply personal relationship built on trust, discretion, and excellence. Every strategy we craft reflects our clients values as much as their financial goals.
Mission
To serve as the trusted steward of generational wealth, providing institutional-grade investment management, tax planning, and estate strategies that preserve and grow family legacies for generations.
Company Size
Est. 19944 offices45 employees
Office Locations
New York, NYGreenwich, CTPalm Beach, FLLos Angeles, CA