Multi-Family Office

Wealth management with discretion and depth

Serving a select group of clients with the distinctive challenges that significant wealth can entail.

Explore

Our Philosophy

A trusted resource for families of consequence

Pine Ridge Advisers maintains a limited number of client relationships, serving as a discreet and trusted resource for diverse capabilities that encompass investing, tax planning, wealth transfer, and lifestyle management services.

Unique in its mandate and outlook, the firm combines rigor and depth with personalization and attentiveness, fostering a boutique sensibility firmly grounded in the best interest of the families it serves.

"We believe that true wealth management requires not just expertise, but an understanding of the unique responsibilities and opportunities that significant assets create."

Capabilities

Comprehensive family office services

01

Investment Management

Sophisticated portfolio construction and asset allocation strategies tailored to multi-generational wealth preservation and growth.

02

Tax Planning

Strategic tax optimization across complex family structures, entities, and jurisdictions to minimize burden while maintaining compliance.

03

Wealth Transfer

Estate planning and succession strategies designed to preserve family legacy and facilitate seamless intergenerational transitions.

04

Lifestyle Services

Comprehensive concierge and administrative support for the distinctive requirements of high-net-worth family life.

Baldo Fodera, Founder & Managing Member of Pine Ridge Advisers

Leadership

Baldo Fodera

Founder & Managing Member

Baldo Fodera is the founder and Managing Member of Pine Ridge Advisers, headquartered in New York City. He leads the design and delivery of family office services and wealth management strategies to a select group of ultra-high-net-worth clients.

With a background in law and decades of experience navigating the complexities of significant wealth, Mr. Fodera brings a distinctive combination of legal acumen, financial sophistication, and personal attention to every client relationship.

Education

New York Law School

Admitted

New York Bar, 1999

Get in Touch

Begin a conversation

We welcome inquiries from families seeking a thoughtful, comprehensive approach to wealth management.

Address 450 Lexington Avenue, 38th Floor
New York, NY 10017
Email info@pineridgeadvisers.com