Family Office Approach to Investing
Our firm takes a specific and accessible focus to alternative investments
We are not a typical wealth manager or syndication group. Our focus is on providing a variety of investment opportunities which cater to a sub-family office clientele. Often times the requirements to run your own family office are cumbersome, so delegating out individual pieces to professionals is the typical approach. By aggregating investment products which support the needs of high net worth individuals, we are able to create accessible vehicles for superior investments.
Our Investment Thesis
Established in 2001, as Peak Advisory Group, Wilhelm Tell Partners is an investment firm with a focus on multifamily real estate and other commercial real estate assets. Selectively, we invest in other alternative investments, including businesses, preferred equity, and structured credit products.
Of the hundreds of opportunities we evaluate every year, only a handful will meet our tight criteria.
We co-invest with institutional or accredited investors only.
Wilhelm Tell PArtners
CRE Focus
Decades of Experience
Finding Needles In The Haystack
Want to work with us?
Follow the link below with any and all inquiries
COMPANY
CUSTOMER CARE
Copyright 2026. Wilhelm Tell Partners. All Rights Reserved.