About

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 Firm
One 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.
Firm Location

Professional Details

Advisor CRD#3309182
Fiduciary Yes — acts in your best interest
CompensationFee-Only
Designations
CFPCFACPAJDMBA
Licenses
Series 65Series 7Series 66

Investment Information

Assets Under Management$3.8B
SEC Form ADV View Form ADV →
Investment Products
ETFsMutual FundsStocks & BondsAlternative InvestmentsMunicipal BondsREITsOptionsFutures

Company Profile

Philosophy
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. 1994 4 offices 45 employees
Office Locations
New York, NYGreenwich, CTPalm Beach, FLLos Angeles, CA
Contact DepartmentClient Relations
Industries Served
Financial ServicesTechnologyReal EstateHealthcareLegalNon-Profit
Services
Wealth ManagementRetirement PlanningTax PlanningEstate PlanningM&A AdvisoryRisk ManagementInvestment Management
Institutional Services
Corporate Retirement PlansInstitutional Portfolio ManagementEndowment ManagementFoundation ManagementPension Fund Management
Corporate Tax Services
Business Tax ConsultingCorporate ComplianceM&A TaxInternational TaxState & Local Tax
Firm Specialties
Mergers & AcquisitionsValuation ServicesFinancial ManagementDue DiligenceTransfer Pricing

Education

Years of Experience 30

About Me

Community Involvement CFA Institute, American Institute of CPAs, Family Office Exchange, Investments & Wealth Institute

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