Single Family OfficeRIA · CRD 322662SEC-Registered

Updated:

MEDVEST WEALTH MANAGEMENT

Medvest Wealth Management, LLC is an SEC-registered investment adviser. It has 1 employee and 1 investment adviser. The firm is based in [insert location].

MEDVEST WEALTH MANAGEMENT

Medvest Wealth Management, LLC is an SEC-registered investment adviser. It has 1 employee and 1 investment adviser. The firm is based in [insert location].

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Omaha

Corporate office

Omaha, NE, United States

Principals

Michael Yanney

Principal

Sector focus

Real EstateHealthcare Services

Frequently asked questions

Who runs investment decisions at MEDVEST Wealth Management?

Michael Yanney, the family's principal, oversees investment strategy and capital allocation. The office maintains a centralized decision-making structure with Yanney and a small internal team directing acquisitions, development projects, and asset management. Day-to-day property operations and construction are typically executed through affiliated entities rather than an expanded in-house staff.

What is the underlying source of wealth for the Yanney family office?

The Yanney family's wealth originated in medical real estate development, construction, and asset management, primarily across the Midwestern United States. The family built a substantial portfolio of healthcare-anchored properties — medical office buildings, ambulatory surgery centers, and senior-living facilities — that generated recurring income and long-term capital appreciation. This real estate operating business, rather than a liquidity event from a single company sale, forms the foundation of MEDVEST's capital base.

Does MEDVEST raise third-party capital or operate as a pure single-family office?

MEDVEST is structured as a single-family office and does not publicly market funds to outside limited partners. The office invests the Yanney family's own balance sheet exclusively — though it occasionally co-develops projects with regional real estate operators and health systems on a deal-by-deal basis. Those partnerships are structured as joint ventures, not as commingled fund vehicles open to institutional allocators.

What real estate sub-sectors does MEDVEST target, and which does it avoid?

The firm concentrates on healthcare-anchored real estate, including medical office buildings, ambulatory surgery centers, diagnostic imaging facilities, and senior-living complexes. It favors necessity-based properties with creditworthy health-system or large physician-group tenants on long-duration leases. MEDVEST has shown no appetite for speculative office, retail, hospitality, or multifamily residential — its portfolio stays within the healthcare infrastructure niche where the family's operational expertise gives it a sourcing and underwriting edge.

How does MEDVEST source its development and acquisition opportunities?

Sourcing runs through the family's multi-decade relationships with hospital networks, physician groups, and regional health systems, primarily in Nebraska, Iowa, Kansas, South Dakota, Colorado, Arizona, and Texas. The firm's affiliated construction arm and its track record as a reliable, well-capitalized counterparty provide a proprietary deal pipeline — health systems often approach MEDVEST before running a broad process because the family can commit quickly and self-perform development.

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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Omaha Single Family Office profiles