IM Wealth Partners

IM Wealth Partners

IM Wealth Partners was founded in 2022 in Miami, Florida, by a team of former investment bankers and family office executives, though the firm has not publicly disclosed the founding principal's name. The firm operates as a multi-family office rather than a single-family office, pooling capital from several UHNW families to pursue direct investments. The firm's strategy spans multiple asset classes including real estate, private credit, infrastructure, healthcare services, and enterprise software. IM Wealth Partners targets direct investments and co-investments alongside institutional sponsors, typically deploying $10M to $50M per deal through special purpose vehicles and club deal structures. The firm focuses on the U.S. market and select opportunities in Latin America (public record). IM Wealth Partners has not publicly disclosed its current AUM, number of professionals, or additional office locations. The firm maintains a lean advisory structure rather than a large internal investment team, consistent with many multi-family offices that rely on co-investment partners for deal sourcing and execution. No philanthropic foundation or operating company affiliated with the firm has been publicly identified. As of early 2025, the firm has not announced any notable hires or fund closings in the public record. The firm's structural differentiator lies in its operating model — it functions as both a family office advisor and a direct investment platform, bridging the gap between traditional wealth management and principal investing. This hybrid structure allows the families it serves to access institutional-quality deals with lower minimum commitments than a typical family office fund, while maintaining control over individual investment decisions.