CURATED

Curated Wealth Partners is a multi-family office and investment advisor delivering financial advice and well-being to a growing community of clients. Founded in 2018 with the backing of a small group of successful families, we launched Curated Wealth because our clients deserve a better, more integrated experience... At Curated, our clients are our partners, and we use that word in our firm's name with intention. As trusted, long-term, family advisors, we guide them through the many challenges and opportunities that come with wealth... We believe that access to investment returns, and the information necessary to evaluate them, has been democratized. Investors no longer need to rely on large institutions for that access. We stand by our clients' sides to source and evaluate investment opportunities in an unbiased way.

Also known as: Curated Wealth Partners

Primary location: El Segundo United States