Founded on Independence
& Seeking Better

Toro West evolved out of a single-family office established in 2005.

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Founded as a rejection to the conflicted wealth management models that entangle so many of our competitors.

Too many sell conflicted advice, capture assets, self deal and have external ownership stakeholders that take precedent over client’s objectives. There’s nothing more important to Toro West than true independence. This foundation fosters deep trust that our clients seek and allows for utmost confidence in advice provided.

OUR SUCCESS

Driven By True Independence
& Transparency

Toro West's business structure is designed for long term independence, which purposefully matches clients' long term wealth and investment vision.

Sophisticated Advice. Exclusive Access.

19+ Years

Since inception of predecessor single family office

FOUNDING MANAGING PARTNERS

Working directly with select entrepreneurs, CEOs, private equity partners and their families

Chris Rebich

Co-founder & Managing Partner

Specific areas of expertise include customized investment portfolio design and implementation, development, philanthropic planning, and management and monetization of commercial real estate, concentrated / single stock management, financial and cash flow planning, personal and corporate level balance sheet management

Jeremy Shevlin

Co-Founder & Managing Partner - CFA | CFP

Specific areas of expertise: building sophisticated global, cycle tested, multi asset class portfolios, integrating hard-to-access private investments (funds and direct), liquidity event planning (saving taxes), philanthropic planning, concentrated / single stock management, family governance & education, personal balance sheet and lending/credit management.

Nick Rotello

Brette Mackie

John Cheng

Jamie Medina

Andrew Armstrong

Bryson Swann

Thomas Creigh

Erik Christensen

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Streamline Your Time.
Pursue What Matters Most.

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