Family Offices

GMO has partnered with sophisticated families for over 40 years, providing investment solutions to safeguard and grow wealth.

A dedicated team of relationship managers represents our clients’ interests and provides consistent, responsive service. Relationship managers also serve as liaisons to GMO investors, researchers, and thought leaders.

As a privately owned organization ourselves, we understand and scrupulously honor our clients’ needs for confidentiality and privacy.

Investing on behalf of our clients is GMO’s only business

  • GMO’s sole focus is investing. Privately owned, we are free from the external demands of public ownership or the competing priorities of a parent company, and thus we are able to put the interests of our clients first.
  • Similarly, our independence enables GMO investment teams to focus on the long term, an investment horizon consistent with that of family offices.
  • In addition, we are able to offer our clients candid, straightforward advice, which often exceeds the expectations of a specific engagement.

Investment solutions designed to grow wealth and preserve capital

  • GMO’s investment teams are grounded in a common, long-term, valuation-based investment philosophy. Far from trend-followers, we have remained steadfastly committed to this investment philosophy through varying market environments over more than four decades – a consistency that we believe adds value for our clients.
  • Each investment team employs an active investment process tailored to a specific area of focus.
  • Some of our teams rely on innovative quantitative tools, others use rigorous fundamental research, while many blend the two approaches. 

Industry-leading investment research