Cercano

Tagline Brand's website · 2026-11-10

Cercano is an integrated investment advisory and wealth management firm serving families and individuals with investment strategy, wealth planning, and family office-informed support.

Description Brand's website · 2026-11-10

Cercano provides a coordinated approach to long-term wealth stewardship, combining investment management, private market access, tax and estate planning, family governance, and operational support for high-net-worth families and individuals.

Mission Brand's website · 2026-11-10

To support enduring wealth and legacy through thoughtful guidance, disciplined stewardship, long-term partnership, and integrated investment and family office support.

Founders & leadership Brand's website · 2026-11-10

Cercano's leadership includes Chris Orndorff, Partner, Chief Executive Officer and Co-Chief Investment Officer; Trish Halper, Partner and Co-Chief Investment Officer; YB Choi and Stuart Nagae, Co-Heads of Venture Capital; Albert Hwang, Co-Head of Private Investments; Joel Shoop, Partner and Chief Operating Officer; Kim Holte, Chief Financial Officer; Michelle Brant, Head of Human Resources; and Malinda Khauv, Chief Compliance Officer.

Website Brand's website · 2026-11-10

https://cercanolp.com

Voice & tone Brand's website · 2026-11-10

Thoughtful, measured, discreet, experienced, partnership-oriented, and focused on long-term stewardship.

Founded Brand's website · 2026-11-10

2021

Headquarters Brand's website · 2026-11-10

Bellevue, Washington, United States

Problem solved Brand's website · 2026-11-10

Cercano helps families and individuals navigate the interconnected investment, wealth, tax, estate, governance, operational, and legacy complexities involved in managing enduring wealth across generations.

Core capabilities Brand's website · 2026-11-10

• Investment strategy and stewardship
• Private equity, private credit, and venture capital investing
• Tax and estate planning
• Legacy development and family governance
• Operational management and continuity support
• Family office-informed wealth management
• Portfolio construction and market-cycle guidance

Products / SKUs Brand's website · 2026-11-10

• Integrated investment advisory services
• Private market investment opportunities
• Family office support
• Wealth planning and stewardship services
• Private funds

Target industry Brand's website · 2026-11-10

Investment advisory, wealth management, family office services, and private investments.

Customer base Brand's website · 2026-11-10

Families and individuals, including high-net-worth families and individuals seeking comprehensive wealth management and long-term stewardship.

Ideal customer profile Brand's website · 2026-11-10

High-net-worth families and individuals with complex wealth, governance, investment, tax, estate, operational, and generational needs.

Use cases Brand's website · 2026-11-10

• Managing and preserving wealth across generations
• Constructing portfolios aligned with long-term goals
• Accessing private equity, private credit, and venture capital opportunities
• Coordinating investment management with tax and estate planning
• Developing family governance and legacy strategies
• Supporting philanthropic objectives
• Managing wealth across geographies, structures, responsibilities, and generations
• Providing ongoing operational and continuity support

Customer outcomes Brand's website · 2026-11-10

• Greater clarity in complex wealth decisions
• Coordinated investment, tax, estate, governance, and operational planning
• Long-term wealth preservation and stewardship
• Continuity across generations
• Portfolio management aligned with long-term goals
• Experienced guidance through market cycles