Published By Acclaim, Family Wealth Report Recognizes Leaders Across The Global Wealth Management Industry

Pennington Partners & Co. is a leading Multi-Family Office, committed to enhancing the lives of highly successful entrepreneurial founders and their families. With a steadfast commitment to providing tailored investment, wealth planning, and financial administration solutions, Pennington has amassed over $3 billion in Assets Under Advisement (AuA), serving more than two dozen families. The firm was co-founded by Brian Gaister and Rodd Macklin, who started Pennington in 2016 with capital generated primarily from successful exits of family businesses. Rodd, with more than 30 years of experience in private equity and wealth management, shared his views with us.

Staying Ahead in a Dynamic Landscape

In the dynamic arena of wealth management, our winning formula rests on a fusion of personalized service, astute financial strategies, and an unwavering dedication to our partners' success. By deeply understanding the unique needs and aspirations of each family, we craft bespoke solutions that align with their long-term goals, thus fostering enduring relationships built on trust and mutual prosperity.

Colleagues as Cornerstones

Our success is intrinsically tied to the collective expertise and
dedication of our colleagues. Each member of our team brings a wealth of experience and insight to the table. Through collaborative effort and a shared vision, we amplify our impact, ensuring that every client receives unparalleled service and support. An integral part of our culture is to develop one’s greatest potential, which in turn, has led to a thriving atmosphere for our team members and the families we serve.

Adapting to Challenges, Sustaining Success

Numerous challenges have marked the journey to our current stature, ranging from navigating market volatility to addressing evolving regulatory landscapes. However, our ability to adapt, innovate, and embrace change has proven pivotal in overcoming these obstacles. By remaining agile and proactive, we've not only weathered storms but emerged stronger, continuously refining our strategies to meet the evolving needs of our partners.

Looking Ahead: A Vision for the Future

While we are honored to be recognized with this award, we remain steadfast in our commitment to excellence and innovation. Looking ahead, we envision leveraging emerging technologies and data analytics to further enhance our service offerings, providing our partners with cutting-edge solutions that empower them to confidently navigate an increasingly complex financial landscape.

Inspiration and Aspiration

We draw inspiration from visionary leaders and trailblazers who embody the spirit of innovation and resilience. Their stories serve as beacons of hope and motivation, reminding us of the limitless possibilities that await those who dare to dream and persevere. Thinking big is a core value of our firm, driving us to continually bring the brightest ideas and strategies to the families we serve.

Benefiting from Recognition

Receiving this prestigious award serves as a testament to our unwavering dedication to our partners' success. Beyond the accolades, we see this recognition as an opportunity to further amplify our brand and reach, cementing our position as a trusted partner in wealth management and attracting like-minded entrepreneurs and families who seek excellence and prosperity.

Future Trajectories in Wealth Management

Over the next five years, we anticipate the wealth management industry undergoing a profound transformation, driven by technological innovation, shifting demographics, and evolving client expectations. As custodians of our partners' financial legacies, we're poised to embrace these changes, leveraging data-driven insights and personalized strategies to navigate uncertainties and unlock new opportunities for growth and prosperity