EXPERIENCE: Taking care of families has been our business for more than 60 years.

SERVICE: We understand that our clients demand the highest level of service and intellectual capital, and we meet that challenge every day.

INDEPENDENCE: Overbrook is an unbiased advisor, free of conflicts of interest between clients and firm business due to our singular focus on investment advisory and family office services. We are committed to our clients’ well-being.

PRIVACY: We work for our clients and our clients alone. Client confidentiality is critical.

COMMITMENT: We are committed to investments we make. Overbrook’s senior managers invest alongside our clients.

OPPORTUNITY: Clients can invest in unique opportunities that would be difficult to find elsewhere due to Overbrook’s extensive network of industry and professional contacts.