Vested Partners: A Multi-Family Office

Overview

Vested Partners: A Multi-Family Office is an independent, LLC-structured registered investment adviser that positions itself as a multi-family office and capital allocator for individual and family clients. The firm offers a mix of financial planning and portfolio management services alongside pension consulting, selection of third-party advisers, and educational seminars or workshops. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed-fee, and other forms of compensation. The firm is not identified as an active ESG investor and appears to operate as a single-state adviser. An industry affiliation with an insurance company is noted, which likely supports access to insurance solutions and related product placement.

Assets & Accounts

Public Holdings

Investments & Alternatives