Curated Wealth Partners is a multi-family office delivering financial advice and well-being to a select group of families. With the backing of some of the most sophisticated financial professionals in the industry, 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 our clients through the many challenges and opportunities that come with generational wealth.

If you are interested in having us do the same for you and your family, please ask a friend or client to refer you.