Bonneville Multi-Family Office

Overview

Bonneville Multi-Family Office is an independent registered investment adviser operating as a sole proprietorship that positions itself as a multi-family office and capital allocator for individual and family clients. Its advisory services span financial planning, portfolio management for individuals/small businesses and for businesses or institutions, selection of outside advisers, and the publication of periodic communications. The firm also conducts insurance brokerage and other financial-product sales. Fee arrangements are mixed and include a percentage-of-AUM component alongside hourly fees, commission-based compensation, and other fee types. The firm reports being an active ESG investor and identifies as a capital allocator, indicating it sources and places client capital with third-party managers in addition to managing client portfolios directly.

Assets & Accounts

Investments & Alternatives

Location & Offices