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Beyond Wealth
BEYOND WEALTH is an SEC-registered investment adviser in OVERLAND PARK, KS, registered since 2026. The firm manages approximately $122 million in regulatory...
Overview
BEYOND WEALTH is an SEC-registered investment adviser in OVERLAND PARK, KS, registered since 2026. The firm manages approximately $122 million in regulatory assets. It has 4 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Does Beyond Wealth participate in fund commitments or only direct deals?
Beyond Wealth acts as an allocator across both fund commitments and direct co-investments, though specific counsel is tailored to each family. The firm sources deals through its network of external managers and peer family offices, with a focus on preserving capital across generations. The firm does not publicly disclose its preference for fund versus direct exposure.
How does Beyond Wealth source proprietary deal flow?
Beyond Wealth sources deal flow through its network of external managers and peer family offices, positioning itself as a connector between families and investment opportunities. The firm does not maintain a proprietary investment bank or venture studio, relying instead on relationships built through its advisory practice. This sourcing model is typical of multi-family offices that prioritize access over exclusivity.
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