About
ABOUT
goldrock
TRUSTED BY FAMILIES
Goldrock is the trusted adviser to high net worth families from around the world. We support client families in the management of all their financial affairs and investments.
Goldrock provides family office services that meet the unique demands of multi-generational families with significant wealth, giving both clear investment advice and guidance on a host of financial issues. We aim to make each family feel as though they were our only client.
Our team comes from a wide variety of professional backgrounds and countries. They bring together deep expertise and knowhow from across a range of disciplines in pursuit of a common goal, serving the best interests of our client families.
Management of significant wealth is a multi-generational endeavor requiring prudence and patience. We construct diversified, risk-appropriate investment portfolios with a focus on wealth preservation and the thoughtful, long-term growth of the family’s asset base. Key to this is our proactive approach in sourcing, reviewing and tracking investment managers.
Our clients trust us to provide impartial advice. In order to maintain complete objectivity, we are never paid by third party product providers.
Goldrock has implemented a suite of best in class technologies to efficiently service clients, offer timely clarity, and better analyze opportunities and portfolios.
Goldrock works with a limited number of clients. We pride ourselves in taking a proactive approach toward dealing with family life events, tax, estate and fiduciary matters, interacting on behalf of our clients with relevant professionals around the world.
We are not a licensed entity, and we provide services to qualified investors only.
OUR
VALUES
Integrity Is Non-Negotiable
Clients Are Our Most Valued Asset
Trust Is Earned Every Day
There Is No Monopoly On Wisdom
Excited To Excel
THE
goldrock
STORY
Goldrock was formed in 1999 by Daniel Goldman to serve the needs of his family. The patriarch of the Goldman family, Mr. David Goldman, was the Co-Founder, CEO and Chairman of The Sage Group.
Mr. Goldman’s entrepreneurial success in the 1980s and 1990s created an investment management and wealth administration need for the Goldman family. This led to the establishment of the firm, originally called Goldman Investments and now known as Goldrock.
In 2013, after over a decade of experience as a single family office, Goldrock transitioned to a multi family office. Daniel Goldman remains an active partner at Goldrock and his family remain clients. The team works to maintain a single family office atmosphere and experience for each of our client families.
Today, Goldrock is a trusted financial advisor to a growing list of families with significant wealth. From its early beginnings investing only in private equity, Goldrock has developed into a fully global, multi-family office. Our team brings together experience in investment management, financial trading, operations, investment banking, law and accounting.
Goldrock is 100% partner owned and is completely independent.
SUPPORING THE COMMUNITY
Goldrock believes in the importance of supporting the community. So each month we ask a member of our team to choose a worthwhile charity to which Goldrock makes a donation. We are proud to have supported the following charities to date:
