Multi-Family OfficeRIA · CRD 166933SEC-Registered

Updated:

Konnect Health and Wealth

Konnect Health and Wealth is a multi-family office integrating health advisory with wealth management for high-net-worth families.

Konnect Health and Wealth

Konnect Health and Wealth is a multi-family office that combines health and wealth management services, as indicated by its name. Public records do not provide a founding year, named principals, or geographic headquarters. The firm likely serves high-net-worth families seeking integrated advisory for both healthcare and financial planning. The firm's strategy presumably spans both health-related services (such as concierge medical care or wellness programs) and traditional wealth management, including investment advisory, estate planning, and tax optimization. No specific asset classes, portfolio companies, or deals are documented in public sources. Team size, additional offices, and any adjacent vehicles (e.g., foundations) remain undisclosed. Without verifiable data, the firm's scale and operational structure cannot be assessed. A structural differentiator may be the integration of health and wealth under one roof, a model that other family offices typically segment. However, without direct evidence, this remains hypothetical. Succession governance and operating company relationships are unknown.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What services does Konnect Health and Wealth offer?

Based on the firm's name, Konnect Health and Wealth likely provides integrated health advisory and wealth management services for families. This could include concierge medical care, wellness programs, investment management, estate planning, and tax strategies. No specific service menu has been publicly documented.

Is Konnect Health and Wealth a single-family office or multi-family office?

The name 'Konnect Health and Wealth' suggests a multi-family office structure, as it is not named after a single family. However, public records do not confirm whether it serves one family or many. Typical multi-family offices serve multiple unrelated families.

How large is Konnect Health and Wealth in terms of assets under management?

No AUM figure has been publicly disclosed. The firm does not appear in major industry databases, and its size remains unknown. It may be a boutique operation.

Who owns or founded Konnect Health and Wealth?

Ownership and founding details are not available in public records. The firm may be privately held by a family or a group of advisors. No named principals have been identified.

Where is Konnect Health and Wealth headquartered?

The firm's headquarters location has not been publicly documented. It may operate from a single office, possibly in the United States, but this is unconfirmed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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