Curated Wealth Partners

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Curated Wealth Partners Overview

Type
Multi Family Office
Year Founded

General Information

Curated Wealth Partners is a multi-family office headquartered in El Segundo. Founded in 2018 with backing from a small group of successful entrepreneurial families, the firm advises a select community on investment strategy, estate planning, tax coordination, and lifestyle administration. Its leadership team combines private banking and institutional investing experience to simplify complex financial lives—delivers integrated wealth management and unbiased private investment access.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
2101 E El Segundo Blvd, Ste 501, El Segundo, CA 90245

Portfolio & Notable Allocations

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