Mandate & appetite
- Preferred strategies
- Opportunistic, Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Superior Planning, founded in 1982 and based in San Diego, is an independent multi-family office specializing in wealth management and investment advisory for high-net-worth families. The firm emphasizes tailored strategies, estate and succession planning, and diversified portfolios aligned with long-term client goals.
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