Preserving and GrowingFamily WealthAcross Generations
A multi-generational family office dedicated to providing strategic advisory, wealth preservation, and global investment services.
Dedicated to preserving wealththrough generations
Everstone Capital Office is a multi-generational family office dedicated to providing strategic advisory, wealth preservation, and global investment services. We specialize in healthcare, technology, and alternative assets, combining deep financial expertise with a long-term vision to create lasting value.
Our global presence spans key financial hubs including Miami, New York, and Sydney, enabling us to offer both international opportunities and deep local expertise to our clients.
What We Do
We offer comprehensive services to preserve and grow family wealth across generations
Wealth Management
Protecting and growing family wealth across generations through customized strategies designed for long-term stability and growth.
Learn MoreInvestment Advisory
Accessing global markets with specialized focus on healthcare, technology, and alternative assets including fine wine investments.
Learn MorePhilanthropy
Supporting meaningful causes aligned with family values, creating impactful legacies that extend beyond financial returns.
Learn MoreFamily Governance
Helping families strengthen leadership and continuity through tailored governance structures and succession planning.
Learn MoreOur Leadership Team
Our team brings decades of experience in finance, healthcare, and global markets
Benjamin Prescott Whitmore
Co-founder
With over 25 years of experience in investment banking, Benjamin co-founded Everstone Capital Office to create a legacy of financial stewardship.
Charles Wentworth Langley
Board Member and CEO
Charles brings strategic vision and deep market insights from his background in global financial markets and wealth management.
Alexander Pierce Montgomery
Chief Operating Officer
Alex leads operational excellence at Everstone, bringing his expertise in streamlining processes and optimizing performance.
Helen Whitney Johnson
Chief Technology Officer
Helen oversees the technology strategy of Everstone, ensuring innovative solutions and robust infrastructure.
Our Investment Philosophy
Built on five enduring principles that guide our approach to wealth management
1Capital Preservation
We prioritize protecting the family's wealth. Every investment decision begins with rigorous risk management and a focus on stability.
2Long-Term Vision
We invest with patience, discipline, and foresight. Our portfolio is designed to withstand short-term volatility while achieving sustainable long-term growth.
3Strategic Diversification
Our investments span public markets, private equity, real assets, healthcare, technology, and fine wine, balancing traditional stability with innovative opportunities.
4Values Alignment
We believe that investments should reflect family values. From impact investing to philanthropic-driven opportunities, we focus on generating financial returns and positive social impact.
5Global Vision, Local Expertise
With roots in the United States and Australia and a global network, we capitalize on cross-border opportunities while maintaining deep local insight.
Featured Projects
Explore our unique investment and philanthropic approaches that create long-term value
Healthcare Innovation
Investing in emerging medical technology and life science companies to improve human health and quality of life.
Fine Wine Investment
Focusing on premium wineries and wine collections in world-class wine regions in the United States and Australia.
Sustainable Real Estate
Developing green buildings and sustainable communities, we combine environmental awareness with asset stability.
Ready to secure your family's financial legacy?
Contact us today to schedule a confidential consultation with our expert team.