Introducing TOC-23: A New Era in Wealth Management
The Oglethorpe Collective, LLC ("TOC-23") has recently made waves in the financial industry by announcing its official launch as an innovative investment partnership and multi-family office. This organization is dedicated to delivering exceptional service to entrepreneurs and ultra-high-net-worth families, setting a new standard in wealth management.
A Unique Approach Inspired by History
TOC-23 draws its name from General James Oglethorpe, the founder of the Colony of Georgia, embodying his leadership style and unconventional thinking. Much like Oglethorpe's strategies that defied larger opponents, TOC-23 seeks to offer unique, tailored services without the distractions sometimes encountered in larger institutions. The firm strives to remain agile and focused, prioritizing each client's specific needs without the hindrance of corporate bureaucracy.
Tailored Solutions for Complex Wealth
This new firm stands apart by partnering exclusively with families whose wealth has become unnecessarily complex. TOC-23 offers a comprehensive array of services including Wealth, Estate & Tax Planning, Administrative & Financial Support, Concierge & Special Projects, Capital Allocation, and Direct Investments. Each family is envisioned as a team where TOC-23 serves as the "quarterback," executing strategies that align with their unique financial situations and familial dynamics.
Core Values at the Heart of TOC-23
The foundation of TOC-23’s operations lies in five core values: Integrity, Humility, Agility, Alignment, and Initiative. These principles guide the firm in its pursuit of establishing a sustainable, multi-generational business, steadfast in its commitment to its clients and resistant to influences from private equity or industry consolidation.
Experienced Leadership Team
TOC-23 benefits from a leadership team characterized by extensive industry expertise across various financial sectors, including private equity, asset management, and financial technology. The executive team includes:
- Matt Blind, CFA® – Chief Executive Officer
- Chris Workman, CFA® – Chief Investment Officer
- Phil Ierardi – Chief Operating Officer
- Hunter Steadley, CFA®, CFP®, CAIA® – Managing Director of Research
- Jim Machinchick, CFP®, CPWA® – Chief Planning Officer
- Sam Stanton – Director, Wealth Strategy
Additionally, the firm’s Advisory Board comprises esteemed individuals such as Chris di Bonaventura and J. Keith Benedict, ensuring that TOC-23 maintains robust governance and strategic oversight.
Capitalization and Partnerships
TOC-23 launches with significant capital contributions from its partners and advisors, along with a strategic partnership with Inflection Capital Management, a multi-family office based in San Francisco. Remaining resolute in its mission, TOC-23 is a fully employee- and client-owned firm, shunning private equity funding to focus on sustainable growth and prioritizing long-term relationships with its clients.
Mission Focused on Alignment and Client Service
“We founded TOC-23 with the intent of restoring focus and discipline to a wealth management sector that has strayed from its core values,” stated Matt Blind, the CEO. He emphasized the firm's commitment to leveraging its size and profound understanding of wealth management for the benefit of its clients. TOC-23 aims to simplify complex financial landscapes while aligning interests and becoming a trusted guide for families managing their wealth across generations.
About The Oglethorpe Collective, LLC
TOC-23 is an exclusive wealth management and advisory firm dedicated to ultra-high-net-worth families facing complex asset management challenges. With a team based in diverse locations and a robust strategy for estate and investment management, TOC-23 is poised to redefine the client experience in this niche sector.
Frequently Asked Questions
What services does TOC-23 provide?
TOC-23 offers Wealth, Estate & Tax Planning, Financial Support, Concierge Services, Capital Allocation, and Direct Investments.
Who leads TOC-23?
The firm is led by a team of experienced executives with backgrounds in private equity, asset management, and wealth management.
What are the core values of TOC-23?
The core values of TOC-23 include Integrity, Humility, Agility, Alignment, and Initiative.
What is the firm's mission?
TOC-23 aims to restore focus in wealth management by aligning interests and serving as a trusted partner for ultra-high-net-worth families.
How does TOC-23 differ from larger firms?
TOC-23 maintains a compact and elite structure, avoiding the bureaucracy of larger institutions to provide personalized, client-focused services.
