Family Wealth Consulting Group

The Family Wealth Consulting Group, based in Silicon Valley, California, is a family-owned financial planning and investment advisory firm founded in 1998. It specializes in personalized wealth management and alternative income funds, including peer-to-peer and real estate loans, aiming to maximize clients' financial resources across generations.

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

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

Our Family Office, based in Canada, is the first integrated Shared Family Office for ultra-high net worth families, specializing in wealth management and preservation. With $3.5 billion in assets under advisement, the firm focuses on customized investment strategies and impact investing for a select clientele, ensuring objective and independent advisory services.

Curated Wealth Partners, a multi-family office and registered investment adviser based in El Segundo, California, offers holistic investment advisory, family office, and consulting services across public and private markets, including equities, real estate, private equity, and hedge funds. Founded in 2018, it customizes strategies to client goals and risk tolerance with discretionary management capabilities.