The Oglethorpe Collective (TOC-23) has launched as an investment partnership and multi-family office dedicated to providing world-class service to entrepreneurs and ultra-high-net-worth families.
TOC-23 partners exclusively with families whose wealth and familial situations have become complicated and overly burdensome with an integrated offering that spans five focus service areas: wealth, estate and tax planning; administrative and financial support; concierge and special projects; capital allocation; and direct investments. The firm acts as an extension of each client’s family office — each client serves as the “coach” and TOC-23 as the “quarterback” executing the play that is appropriate for each unique situation.
TOC-23 launches with substantial capitalization from its partners and advisors and a strategic alliance with Inflection Capital Management, a San Francisco–based multi-family office. As a 100 percent employee- and client-owned firm, TOC-23