Most firms manage portfolios.
We manage the whole picture.
Investment Management
Portfolio construction, quantitative risk management, and access to alternative investments historically reserved for endowments and pensions.
Advanced Planning
Tax, estate and wealth transfer, asset protection, and charitable giving — addressed systematically, alongside your own specialists.
Relationship Management
A dedicated team that knows your complete picture, coordinates your other advisors, and communicates proactively — this generation and the next.
Where institutions put their money.
Endowments, sovereign funds, and family offices diversify broadly into private markets. The gap isn’t knowledge or money. Most families who qualify have simply never been shown what they can reach.
Across endowments, family offices, pensions and sovereign funds, institutional allocations to alternatives run roughly five to ten times what a typical individual investor holds.
How does your allocation compare?
*Allocation to alternative investments. Sources: NACUBO–Commonfund Study of Endowments (FY2025, dollar-weighted, alternative strategies plus real assets); J.P. Morgan Global Family Office Report (2026); Equable Institute, State of Pensions (2026); Invesco Global Sovereign Asset Management Study (2026, illiquid plus liquid alternatives); Cerulli, U.S. Alternative Investments (2024) for advisor-managed individual portfolios. Figures are reviewed annually. See Important Disclosures below.
A select number of families at an inflection point.
Most families we serve have a net worth of $5 million or more. What matters more is whether your financial life has outgrown the advice managing it — that is the conversation.
The wealthiest families don’t buy products. They build teams.
A virtual family office gives a family the coordinated experience of a single-family office: one team overseeing the investments and everything around them, without a family having to build and staff an office of its own.
All Source acts as your personal CFO: we manage the investments ourselves, and coordinate the specialists around them.
Request an IntroductionWhen a lot of people are going to one side of the boat, we typically start to become cautious.
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Founded by two former Morgan Stanley Alternative Investment Directors.
An independent firm in Hartford, Connecticut, operating through Integrated Advisors Network as the registered investment adviser of record. All Source acts in a fiduciary capacity — your interests placed first.
Patrick Kennedy
Former Alternative Investment Director, Morgan Stanley Wealth Management. Featured on Bloomberg, CNBC, Reuters, and CBS.
Justin Bernier, CIMA®
Former Alternative Investment Director, Morgan Stanley. U.S. Naval Intelligence Officer. MBA, Yale University.
Start with a private consultation.
Thirty minutes with a member of our team — your situation, your questions, and a plain-language read on whether we can help. Confidential, and without obligation. If your current plan is working, we’ll tell you.
Request an Introduction