Corporate Structure

Samoset Capital Group LLC is a holding company formed to provide wealth management services through shared resources and its subsidiaries:

  • Samoset Wealth Management Company LLC is a private wealth management company , registered with the U.S. Securities and Exchange Commission, providing financial, estate and legacy planning and an independent, open-architecture platform with proprietary and third-party investment solutions to HNW and ultra-HNW individuals and families, endowments and foundations
  • Samoset Financial Services LLC is a company formed to offer trust and related services to HNW and ultra-HNW individuals and families, and their related businesses and charitable entities 
  • Samoset Alternative Strategies GP I LLC is the general partner for Samoset access funds that provide alternative (e.g., hedge funds, private equity, real estate) investment opportunities for qualified Samoset clients, and is registered with the National Futures Association
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