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EnRich Financial Partners
Aligning your money with your life. | The only constant in life is change. And that means that when it comes to the long-term financial security of your...
EnRich Financial Partners
Aligning your money with your life. | The only constant in life is change. And that means that when it comes to the long-term financial security of your family, you need more than a plan - you need a vigilant partner who will look down the road, understand the changes to come, and keep your family's future bright and prosperous.
General information
Firm type
Multi Family Office
Year founded
2015
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Madison
Corporate office
Madison, WI, United States
Sector focus
Frequently asked questions
How does EnRich Financial Partners source its direct investment opportunities?
EnRich concentrates deal origination on private credit, real estate, and healthcare-services investments in the Midwest, where its Madison-based team maintains local market intelligence and established operator relationships. The firm favors off-market or lightly intermediated transactions in secondary and tertiary markets, a sourcing model that leans on the network effect among its regional professional advisors and business owners.
Is EnRich structured as a registered investment advisor (RIA) or does it operate as a deal-by-deal sponsor?
EnRich operates as a hybrid: it functions as a registered investment advisor providing holistic wealth management, but also sources and places specific alternative investments for its client families. This dual posture means it acts as both a fiduciary on the advisory side and a provider of curated deal access, giving clients a single point of entry for both public-market allocation and private-asset exposure.
What investment stages and asset classes does EnRich typically target?
The firm targets income-producing real estate, particularly healthcare and senior-living facilities, alongside private credit offerings and select healthcare-service operating businesses. Geographically, the focus remains on the upper Midwest, with an emphasis on assets generating durable cash flows rather than speculative appreciation.
Does EnRich manage commingled funds, or are assets held in separately managed accounts?
EnRich primarily structures investments through separately managed accounts and deal-by-deal placements rather than running large commingled funds. This approach gives individual families direct ownership of the underlying assets, customized tax treatment, and liquidity terms aligned with their estate-planning timelines.
How does EnRich fit into the wealth management landscape of the upper Midwest versus larger national aggregators?
As a Madison-based independent firm, EnRich competes not on scale but on localized deal access and a concierge service model. While national RIAs aggregate AUM and centralize manager selection, EnRich leverages its proximity to Midwestern operators and real estate developers to place clients into investments that larger platforms rarely source due to lower average ticket sizes.
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