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LIV Wealth Management
LIV Wealth Management is a multi-family office advising families on direct investments and co-investments across public and private markets.
LIV Wealth Management
LIV Wealth Management was established as a multi-family office, serving a limited number of high-net-worth families who pool resources for investment and planning purposes. The firm operates as a fiduciary, aligning its interests with those of its client-families. Wealth origin varies among the families, typically tracing to entrepreneurial success or multi-generational holdings (per public record). The firm's investment strategy spans public equities, private equity, real assets, and fixed income, with a strong emphasis on direct investments and co-investing alongside institutional-quality GPs. LIV Wealth Management targets buyout and growth-stage companies across sectors such as technology, healthcare, and energy. Known portfolio holdings or co-investors are not publicly disclosed, but the firm's preference is for control or influential minority stakes in middle-market businesses (per public record). Geographic focus is primarily North America, with opportunistic exposure to Europe. Team size and additional office locations are not publicly available. LIV Wealth Management is understood to have a lean investment team that leverages external manager networks for deal sourcing. The firm may maintain affiliated philanthropic structures, though these are not separately named. There are no recent public operational events to cite. A structural differentiator is LIV Wealth Management's multi-family office model, where families share infrastructure and investment access without commingling assets into a single fund. This allows each family to maintain separate accounts while benefiting from aggregated deal flow, reduced fees, and collective negotiation power. The firm's governance is family-led, with no externally imposed investment committee beyond the families themselves.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
How does LIV Wealth Management source proprietary deal flow?
LIV Wealth Management sources deals through a network of relationships with investment banks, private equity firms, and other family offices. The firm's direct investment team evaluates opportunities that come via co-investment rights from GP relationships and through their families' own networks. Proprietary sourcing is a stated priority to avoid auctions and achieve favorable valuation terms.
Is LIV Wealth Management structured as a single family office or a multi-family office?
It operates as a multi-family office, serving multiple wealthy families who share the firm's resources and investment platform. Each family retains separate accounts and independent decision-making authority over their capital. This structure allows the firm to offer institutional-grade capabilities while preserving family-level control and customization.
What investment stages does LIV Wealth Management typically target?
The firm focuses on private equity buyouts and growth-stage investments. It targets majority or influential minority positions in middle-market companies. LIV Wealth Management also participates in co-investments alongside established private equity sponsors. The firm avoids early-stage venture and public-market trading as core strategies.
Does LIV Wealth Management participate in fund commitments or only direct deals?
The firm commits to funds for access and relationship building, but its primary emphasis is on direct co-investments. By partnering with GPs in direct deals, LIV Wealth Management aims to achieve higher returns and more control over investment terms than through fund investments alone. The structure allows families to see the underlying assets and make informed decisions.
How does LIV Wealth Management relate to the families it serves?
The firm acts as a fiduciary advisor and investment partner, not merely a money manager. Family principals are involved in strategic decisions, and the firm's compensation is typically fee-based rather than transaction-driven. This alignment is a stated core value, distinguishing it from private banks or wealth management firms that may recommend proprietary products.
What sectors does LIV Wealth Management explicitly avoid?
The firm generally avoids sectors that are early-stage, pre-revenue, or highly speculative. This includes most venture-stage technology, cryptocurrencies, and special-situation distressed assets. The preference is for established, cash-flow-generative businesses in sectors like industrial manufacturing, business services, healthcare, and energy.
What is LIV Wealth Management's known posture on co-investments alongside external GPs?
LIV Wealth Management actively pursues co-investments, negotiating side-by-side with general partners on terms, governance, and exit strategies. The firm views co-investments as a way to build concentrated positions in high-conviction opportunities while avoiding the fee drag of fund structures. Families review each co-investment opportunity individually rather than pool capital into a blind vehicle.
Profile maintained by Altss 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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