FlexEquity LLC Overview

General Information

FlexEquity LLC is a multi-family office headquartered in Westlake, United States. The firm oversees holistic wealth management for multiple high-net-worth families, coordinating discretionary public-market portfolios, direct private investments, and real-estate holdings alongside integrated tax, philanthropy, and succession planning services. It partners with specialized managers and co-invests in lower-middle-market companies to balance capital preservation with growth—deploys tailored investment management and estate-planning solutions.