About us

Overlock Capital is a family office that guides select families through the opportunities and challenges that accompany significant wealth. We are focused on creating value first and foremost for our clients. Our experience allows us to think differently about the opportunities in front of the families we serve and how we can further their success.

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Our Team

Our core team includes former single family office executives and alumni of PwC, J.P. Morgan Private Bank, and Citi Private Bank. We have directly advised multiple families with nine- and ten-figure balance sheets on their financial, tax, and philanthropic strategies. Our goal is to weave together actionable advice from experts who can deliver across any number of our clients’ priorities.