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Assured Management Company Background & Overview Overview
Type
Family Office - Multi
General Information
Assured Management Company is a multi-family office headquartered in Westwood. The firm provides comprehensive wealth management and investment oversight for multiple high-net-worth families, focusing on tailored financial strategies and long-term capital preservation. Its team manages diversified portfolios and coordinates estate, tax, and philanthropic planning—supports families in navigating complex financial landscapes and sustaining generational wealth through a disciplined, client-centered approach.
Contact Information
Website:
Year Founded:
Assured Management Company Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Family Office - Multi
Assured Management Company Leadership & Principals
Title:
Email:
Corporate Office:
Westwood, US
Assured Management Company Portfolio & Notable Allocations
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