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Multi Family OfficeAllocates capital directlyLAST VERIFIED Jul 2026 · 1 SOURCES

C. W. O'Conner Wealth Advisors

Multi family office in Duluth, United States, founded 1995; focus on real estate.

USEFUL FOR Co-investors

Identity

HEADQUARTERS
Duluth, United States
FOUNDED
1995

Investment approach

SECTORS
Real Estate & PropTech
ROUTES
Direct investments

Overview

Founded in 1995, this multi family office has its headquarters in Duluth, United States. Its sector focus covers real estate. It invests directly in companies; 3 people are named on its team.

People

  • Clifford W. O'Conner
    Founder and President · source
  • Kevin O'Conner
    Financial Advisor · source
  • Kassia Jezak
    Client Services Associate · source

Classification

Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →

FAQ

C. W. O'Conner Wealth Advisors is a multi family office based in Duluth, the United States, founded in 1995.

C. W. O'Conner Wealth Advisors invests directly in companies.

C. W. O'Conner Wealth Advisors invests in Real Estate & PropTech.

Key people at C. W. O'Conner Wealth Advisors include Clifford W. O'Conner (Founder and President), Kevin O'Conner (Financial Advisor) and Kassia Jezak (Client Services Associate).