Verified 10 Nov 2026
Timonier
Timonier is a family-run, fee-only multidisciplinary family office in Winston-Salem, North Carolina, founded in 1997. It combines financial planning, investment advice, tax and estate planning and philanthropy, investing through low-fee diversified portfolios that hold over 8,000 global companies, and a separate affiliate brokers property deals for clients. Its Form ADV filed on 10 February 2026 reported $450 million in regulatory assets for 100 clients.
- Type
- Multi-family office
- Location
- Winston Salem, North Carolina, United States
- Sectors
- Public equities
- Fund size / AUM
- $450M regulatory AUM (Form ADV, filed 2026-02-10)
- Latest fund or filing
- 10 Feb 2026
- Website
- www.timonier.com
Contacts on file
For Timonier, the paid file holds: 3 named decision-makers with roles; LinkedIn page.
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