Organization · Family Office
AM Global Family Investment Office
AM Global Family Investment Office is an independent family office based in New York, serving ultra high net worth families with tailored investment and wealth management services.
Overview
What AM Global Family Investment Office does
What AM Global Family Investment Office is
AM Global Family Investment Office is an independent family office based in New York, serving ultra high net worth families with tailored investment and wealth management services.
How it participates in the startup ecosystem
The current public profile supports funder capabilities. Each capability below is shown separately so organization identity and role-specific information do not get conflated.
Operational profile
Organization status and context
Organization status describes the entity itself. Funding and program availability appear within the relevant capability profile.
- Operational status
- Active
- Organization type
- Family Office
- Founded
- Founded in 2009
- Approximate age
- About 17 years
- Structured capabilities
- Funder
- Last reviewed
- March 27, 2026
Official channels
Find AM Global Family Investment Office elsewhere
Open the official website or a supported primary organization account.
Capability profile
AM Global Family Investment Office as a funder
Investment thesis
AM Global Family Investment Office focuses on serving the investment and wealth planning needs of ultra high net worth families and family offices.
Focus narrative
AM Global invests in global investment opportunities and provides wealth management services tailored to ultra high net worth families. The organization has a partnership with Wealth Partners Capital Group and has expanded its footprint through acquisitions, including Optima Fund Management.
Focus and fit
- Regions
- Global
Availability
- Currently deploying
- Not published
Common questions
What to know about AM Global Family Investment Office
Upseed classifies AM Global Family Investment Office under the Family Office organization type. Its current public profile includes funder capabilities.
Source and update disclosure
Know what this page is based on
Source basis
Public organization and program material, official websites, and structured Upseed records.
Last reviewed
March 27, 2026
Known limits
Capability profiles appear only when a structured public profile also contains decision-useful role evidence. Terms and availability can change.
Upseed is an independent guide. It is not affiliated with or endorsed by the organization described on this page.