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Multi Family OfficeAllocates capital directlyLAST VERIFIED Aug 2026 · 1 SOURCES

Giving Tree Wealth Advisors

Multi family office in San Ramon, United States; focus on real estate.

USEFUL FOR Co-investors

Identity

HEADQUARTERS
San Ramon, United States

Investment approach

ROUTES
Direct investments

Overview

This multi family office has its headquarters in San Ramon, United States. Its sector focus covers real estate. It invests directly in companies; 2 people are named on its team.

People

  • Nicholas Ventimiglio
    Managing Partner · source
  • John J. Kim
    Senior Partner · 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

Giving Tree Wealth Advisors is a multi family office based in San Ramon, the United States.

Giving Tree Wealth Advisors invests directly in companies.

Giving Tree Wealth Advisors invests in Real Estate & PropTech.

Key people at Giving Tree Wealth Advisors include Nicholas Ventimiglio (Managing Partner) and John J. Kim (Senior Partner).