About Us
Old Vine Capital is a Registered Investment Advisory firm founded in San Francisco providing fiduciary investment guidance and portfolio management to select families, individuals, foundations and institutions.
What We Do
Our firm provides holistic asset monitoring, financial planning, and advises clients regarding the investment of funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client's particular circumstances and goals are established, we develop a client's personal investment policy and create and manage a portfolio based on that policy. During our data-gathering process, we determine the client's individual objectives, time horizons, risk tolerance, and liquidity needs.
We take into consideration and provide reporting on the client’s overall wealth including both liquid and non-liquid assets. This includes concentrated employee stock positions, hedge funds, private equity, venture capital placements, private business interests, art collections, real estate, trusts, charitable giving, college savings, retirement, and taxable brokerage accounts.
As appropriate, we review and discuss a client's prior investment history, as well as family composition and background.
Estate, Tax, and Financial Planning
Managing family budgeting, goals, and estate structure while leveraging tax/legal professionals when appropriate
Investment Management
Providing portfolio management across multiple asset classes
Ongoing Liquidity, Asset, and Liability Monitoring
Robust and clear financial reporting on overall family net worth
Philanthropic Endeavors
Structuring and allocating capital to personal charitable interests
“Someone's sitting in the shade today because someone planted a tree a long time ago"
Warren Buffet
