Marathon Wealth

Adam Wasserman, the firm's founder and CEO, directs both the advisory and investment activities. He built the firm from a specialized tax practice, and the investment committee structure reflects that origin—decisions typically integrate the tax consequences alongside the investment merits. Day-to-day origination and due diligence are handled by a lean internal team in Stamford.

Marathon Wealth functions as a multi-family office and registered investment adviser, serving roughly three dozen ultra-high-net-worth families. It operates on an outsourced model, providing the integrated tax, estate, and investment services that a large single family office would deliver in-house, but shared across multiple unrelated families.

The firm sources its own direct transactions—primarily in commercial real estate and private credit—rather than relying on third-party fund commitments. Deals are often syndicated among its existing client base, and the firm leverages its CPA-originated network of business owners and real estate operators to find off-market or lightly marketed middle-market opportunities across the United States.

Marathon Wealth's advisory services include the use of donor-advised funds and private foundation planning for client families, but the firm has not publicly disclosed a separate philanthropic arm or foundation of its own. Tax-efficient charitable giving is integrated into the overall wealth-planning work the in-house CPA team provides.

It is both in practice. Marathon Wealth is legally structured as a registered investment adviser (RIA) and files with the SEC, but it operates as a multi-family office in function, delivering comprehensive tax preparation, estate planning, and direct investment sourcing that goes far beyond standard wealth management. The RIA registration gives it a regulatory framework more transparent than many private family offices.