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Access Planning Partners
Access Planning Partners is structured as an RIA and multi-family office, a model that places fiduciary duty and comprehensive planning at the center of...
Access Planning Partners
Access Planning Partners is structured as an RIA and multi-family office, a model that places fiduciary duty and comprehensive planning at the center of client relationships. While the firm has not publicly disclosed its founding year or geographic headquarters, its focus on planning distinguishes it from pure investment managers: the firm integrates tax, estate, and generational strategy into portfolio construction. Strategy centers on providing families access to institutional-quality investments, including private equity, private credit, real estate, and hedge funds, while maintaining a core allocation to public equities and fixed income. Tax efficiency and intergenerational planning drive asset placement decisions. The firm does not single-source from its own products but curates external managers, funds, and direct co-investments. Access Planning Partners has not disclosed total AUM, number of professionals, or named any portfolio companies in public documents. The firm likely operates a lean team serving a limited number of families, with no separate philanthropic foundation disclosed. A structural differentiator is the firm's explicit labeling as a "planning partner" rather than an asset manager, signaling that investment management is embedded within a broader advisory framework. This positions Access Planning Partners closer to a concierge family office than a pure allocator, with compensation typically via fee-based advisory rather than carried interest.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at Access Planning Partners?
Access Planning Partners has not publicly identified its leadership team. Investment decisions are managed internally by the firm's professionals, likely a small team of advisors and portfolio managers serving each client family.
Is Access Planning Partners structured as a single family office or multi-family office?
The firm is registered as an RIA and describes itself as a planning partner, consistent with a multi-family office model. It serves multiple unrelated families rather than a single wealth source.
What types of investments does Access Planning Partners use?
Public equities and fixed income form the core, with satellite allocations to private equity, private credit, real estate, and hedge funds. The firm tailors access to institutional strategies based on each family's liquidity needs and planning goals.
Does Access Planning Partners offer direct investments or fund-of-funds exposure?
The firm uses both direct investments and fund-of-funds vehicles. Specific co-investment activity has not been disclosed in public filings.
Where does the underlying wealth come from for Access Planning Partners' clients?
Client wealth origins vary by family. The firm serves entrepreneurs, executives, and family groups who have sold businesses or accumulated capital through professional careers.
How does Access Planning Partners source investment opportunities?
The firm sources from its network of asset managers, GP relationships, and a curated set of third-party platforms. Proprietary deal flow is not a publicly known differentiator.
Does Access Planning Partners maintain separate philanthropic structures?
No standalone foundation is attributed to the firm. Client philanthropy is managed within each family's own charitable vehicles, not through a centralized firm structure.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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