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Curated Wealth Partners Overview
Type
Multi Family Office
Year Founded
2018
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
Website:
https://www.curatedwealthpartners.com
Year Founded:
2018
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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