Built on Conviction.
Guided by Legacy.
South Haven Investment Group was founded by PJ Orthwein II with a singular, deeply personal purpose: to build an enduring legacy of financial security and opportunity for his family — today, tomorrow, and for generations yet to come.
Driven by the conviction that true wealth is measured not only in assets but in the freedom, stability, and values it preserves, PJ built South Haven as the family's permanent steward of capital. From the beginning, the mission was clear: invest with discipline, protect what has been built, and compound prudently so that his children, grandchildren, and future heirs would inherit far more than money — they would inherit independence, optionality, and the quiet confidence that comes from knowing their foundation is unbreakable.
PJ believed that lasting wealth is built by people who think like owners — entrepreneurs who take responsibility, act with conviction, and measure success in decades. That belief is the organizing principle behind every investment South Haven makes.
Every decision made at South Haven — every asset acquired, every partnership formed, every risk avoided — flows directly from this founding promise.
PJ Orthwein II passed away leaving behind not only a family he loved deeply, but a family office built to outlast any single generation. South Haven Investment Group continues as the living expression of his life's work — guided by the same resolve he instilled from day one.
We carry forward his lighthouse principle: steady, far-seeing, and forever unwavering. The names change across generations. The mission does not.
Permanence
South Haven is a single-family office, not a fund. We have no outside investors, no lifecycle pressure, and no exit timeline. Every decision is made solely in the interest of the family — today and for generations to come.
Ownership
We seek out people who think and act like owners — in the businesses we acquire, the managers we back, and the team we build. Entrepreneurial conviction and genuine skin in the game are not preferences; they are requirements.
Human Capital
We believe the most important asset in any investment is the person running it. We invest in operators, managers, and partners with the same care we apply to balance sheets — because exceptional people build exceptional outcomes.
Alignment
Every dollar invested is the family's own. There are no outside investors, no management fees, and no carried interest — only the long-term results we generate for ourselves.
South Haven Investment Group. Palm Beach, Florida.
A single-family office with permanent capital, an indefinite horizon, and an unwavering commitment to stewardship.