Wealth Management Alliance

Institutional investor. based in Newport Beach United States. LP type: Family Office. Asset class focus: Alternative Investments, Fixed Income, Public Equity, Real Estate. Geographic focus: Global. Sectors: office. Active real asset investor

WPWealth LLP, a Registered Investment Adviser based in the United States, emphasizes comprehensive wealth management and personalized financial guidance. The firm offers services across financial planning, investments, insurance, and estate planning, focusing on proactive market monitoring.

Institutional investor. based in Geneva Switzerland. LP type: Family Office. Asset class focus: Alternative Investments, Fixed Income, Hedge Funds, Private Debt, Private Equity, Real Estate, Venture Capital. Geographic focus: Global. Sectors: office. Active real asset investor

Wisdom Asset Management (Wisdom Family Office) is a Hong Kong-based multi-family office. Established in 2014, the firm invests and manages the wealth of multiple ultra-high-net-worth families across Greater China, Hong Kong, and globally. Operating as one of Asia largest independent multi-family office, Wisdom combines institutional-grade infrastructure with a banker-oriented business model that supports relationship managers, entrepreneurs, and cross-border UHNW families. Headquartered in Hong Kong with an additional office in Singapore, the firm delivers asset management, fund consulting, wealth structuring, trust and estate planning, tax planning, and legal advisory for their clients. Wisdom manages several billion U.S. dollars in client assets and allocates extensively to external managers, leveraging a global network to design diversified, multi-asset portfolios tailored to UHNW families with complex international holdings. Wisdom Asset Management investment strategy spans across public equities, fixed income, credit funds, hedge funds, private equity, and alternative investments, employing a fund-of-fund selection process as well as direct allocations.

Institutional investor. based in Santa Barbara United States. LP type: Family Office. Asset class focus: Alternative Investments, Hedge Funds, Private Debt, Private Equity, Public Equity, Real Estate. Geographic focus: Global. Sectors: office. Active real asset investor

WM is a family office and investment firm based in Herzliya Pituach, Israel, serving ultra-high-net-worth families with tailored financial services including asset allocation, investment strategy, tax solutions, and intergenerational wealth transfer through a global advisor network. CEO Shaul Shneider leads the firm with decades of financial expertise.