Partner-centric culture
Our Strategic Partners
Charles Schwab Corporation
Financial Services Company
Charles Schwab is our primary custodian under their Institutional Division. It is the 7th largest banking institution in the United States with over US$8.5 trillion in client assets (Feb. 2023 from Google Finance). WindRock has always appreciated Schwab’s responsiveness and technology edge in the marketplace.
Iridius Capital
Premier Real estate investments
Iridius Capital is a real estate company that partners with industry leaders to acquire and develop best-in-class real estate assets.
Singularity Capital
Venture Capital Firm
Founded in 2016, Singularity Capital is a venture platform that partners with companies that are leveraging unique competitive advantages to solve problems better, faster, and more strategically than their competition.
Envestment|Tamarac
financial planner
Envestnet Tamarac provides a leading - edge investment tracking and reporting system. Their dynamic capabilities and elegant reports focus in on what matters most to our clients. They al so support the online portal, available 24/7 to clients with capabilities to track multiple entities and family members
Jaggi Family Office
financial services
The Jaggi Family Office (JFO) is a strategic partner and was formed with the assistance of WindRock. JFO provides access to a number of direct investment opportunities in real estate, venture capital and private credit. They also have a network of other like-minded family offices and firms that provide investment opportunities. Brett Rentmeester serves at the Chief Investment Officer of the Jaggi Family Office and, as such, has developed relationships with industry leading families and entrepreneurs who are invaluable resources for industry information or direct investment opportunities.
