Maneesh Shanbhag, CFA

At Greenline Partners, my focus is on leveraging the power of simplicity in investing and financial planning. As the founder of our multi-family office, I oversee the management of assets for ultra-high-net-worth families, foundations, and family offices.

What We Do:

Simplifying Complexity: Our clients are primarily financial professionals, business owners, and families navigating financial complexities after the loss of a spouse, who come to us with complicated financial situations. We work to simplify their portfolios and financial plans, making them easier to manage and understand.

Broad Financial Guidance: Our services go beyond investment management. We also offer support with tax planning, estate planning, charitable giving, and financial education for the next generation. We work closely with clients’ accountants and attorneys to ensure everything is coordinated effectively.

Unbiased Advice: We are committed to providing advice that is in the best interest of our clients, without the conflicts of interest that can be present in larger financial institutions. Our approach is centered around what’s best for our clients and their unique needs.