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.


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.

SpringTide Partners

financial consultant

SpringTide provides independent investment solutions for family offices, advisors and institutions. Rigorous, independent investment services, including outsourced CIO, alternative investment consulting, and targeted proprietary research and analysis.