Clarity for the Journey Ahead
We founded Wayfinder to serve as a compass. We've weathered markets, built companies, and advised families across generations. Through it all, one truth endures: clarity and trust turn uncertainty into direction.
We are not asset gatherers or fund marketers. We are guides, steady hands on the wheel, translating complexity into confidence. Our craft is judgment, and our purpose is alignment.
OUR ROLE
Creating a flywheel of trust and value that spins faster with every aligned decision
Our role is simple: to educate, to elevate, and to connect. We help families think like allocators and managers think like families. We build process where emotion once ruled and humanity where data alone falls short.
When you hire Wayfinder, you're inviting a steady voice into the room — one focused solely on clarity and partnership.
Services
Augmenting Family Offices
Family offices navigate a vast and evolving opportunity set. Wayfinder serves as an independent research partner, helping to evaluate managers, strategies, and themes across the full landscape while also exploring the more complex or underfollowed corners of the market for clients who want to go deeper. We bring clear thinking, structured analysis, and intellectual curiosity to support confident, well-informed decisions.
Family Office Formation & Navigation
For families preparing to formalize or evolve their wealth structures, we help you navigate the landscape. We are an experienced independent counterpart who can translate success into legacy.
GP Advisory Services
We work with a very select number of funds each year - only those with a clear strategic advantage and the potential to lead their category. We are not placement agents. We are strategic advisors helping exceptional managers earn institutional trust. Wayfinder's fund advisory exists to shape only the most compelling emerging managers - those whose long-term potential merits a place in institutional portfolios.
Founder Advisory Services
We work with a select number of founders navigating significant financial decisions. We bring clarity and perspective to pivotal financial decisions from liquidity event planning to late stage fundraising strategies.
About Us
We believe the most important decisions are both financial and deeply personal. Our role is to bring clarity to complexity, to map the landscape, and to help clients choose the path that aligns with their goals, values, and legacy.
At Wayfinder, we are steady partners for the long arc—here to help you navigate what comes next.
Team
Dave White
CIO & Founder
Alice Lewis
CEO & Managing Partner
Maria Paula White
Director of Operations