Clearwell Group

Clearwell Group is a family office that serves client families across several generations. It pairs money management with planning and advice on family matters, aiming to reflect each family's values and the causes it supports.

Products and services

• Investment management: looks after family portfolios, including public securities.
• Estate planning: helps families arrange how wealth passes between generations.
• Philanthropic advisory: guides giving towards causes a family cares about.
• Family business consulting: advises families on running and governing their companies.
• Private equity: makes control and significant minority investments in private companies.

Customers and markets

The firm works with client families and looks at businesses in the southeastern United States, with a particular focus on Florida. Industries of interest include manufacturing, business services, healthcare, software and financial services.

Key facts

• Type: Family office
• Investment region: Southeastern United States, especially Florida
• Approach: Patient capital without the fixed time limits of a traditional fund structure