Statement of Investment Objectives Staglin Family Office
The Staglin Family Office was established to consolidate and formalize the management of the Staglin Family's investment portfolio and assets. These include positions in publicly traded companies, limited partner interests in private equity funds, and the family's vineyard, winery, real estate, and other assets — all owned exclusively by family members through various tax-advantaged structures, with no outside partners.
For more than four decades, the family's investment activity has centered on companies and private equity firms where Garen Staglin has served in an operating or board capacity, reflecting a long-standing commitment to engaged, relationship-driven investing.
Investment Objectives
- Continue to invest in the quality and operational excellence of Staglin Family Vineyard and its winemaking program.
- Maintain limited partner positions in private equity firms where Garen’s operating background can contribute to superior risk-adjusted returns.
- Pursue direct investments and, where appropriate, board representation in companies where Garen’s experience can add meaningful value.
- Sustain DAF asset and contribution levels consistent with the family's philanthropic objectives and long-term giving priorities.
- Leverage the family's investment expertise, extensive network, long-term capital horizon, and operational experience to generate superior risk-adjusted returns across the portfolio.
Underlying all of these objectives is the family's enduring commitment to the principle that has guided it for decades: great wine for great causes.
