Wendy Xu

Pennington Partners & Co. is an award-winning* multi-family office founded by entrepreneurs to serve entrepreneurs, business owners, and families of significant wealth. Dedicated to elevating the lives of its clients, the firm integrates investment management, tax and estate planning coordination, and financial administration into a comprehensive family office relationship. With approximately $5 billion in assets under advisement as of December 31, 2025, Pennington combines the capabilities of a sophisticated family office with a highly personalized approach. The firm focuses on enhancing after-tax outcomes, preserving wealth across generations, and simplifying the complexities of its clients' financial lives.*Pennington Partners was named Best Multi-Family Office Up To $25bn at the 2025 Private Asset Management Awards, which are presented by With Intelligence and recognize excellence in the wealth management industry. Candidate firms do not pay a fee for consideration. Honorees pay to license the use of award logos. The date the award was given was January 5, 2025, and judges credited both performance over the prior year and longer-term performance. For more information on the award and details on the selection process, please visit: https://awards.withintelligence.com/privateassetmanagementaward/en/page/categories-criteria