# Open Wealth Network

Open Wealth Network is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** openwealthnetwork.com
- **LinkedIn:** https://www.linkedin.com/company/finplanningspecialist

## Regulatory record

- **CRD number:** 298943
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298943

## About

Open Wealth Network offers fixed fee-only financial planning and investment management. Clients work with a CFP® Professional and Fiduciary on investments, taxes, and goals in a confidential, judgement-free setting. Services include financial planning, investment management, tax and stock-based compensation planning, insurance and risk planning, estate and legacy planning, employee benefits, Social Security and retirement income planning, student loans and education planning, and healthcare and Medicare planning.

## Sectors

- Private Equity
- Private Credit
- Real Estate
- Infrastructure

## People

- Michael Kraines — Founder & CEO
- Brian Berkowitz — Head of Investments

## Questions

### How does Open Wealth Network source proprietary deal flow?

Open Wealth Network maintains a curated network of over 200 family offices and institutional allocators that indicate capital preferences. The firm's investment team then sources secondary LP stakes, direct co-investments, and primary fund commitments from GPs and intermediaries. Each deal is presented to the network via a structured digital process, and LPs opt in per deal rather than committing to a blind pool.

### Who makes investment decisions at Open Wealth Network?

Founder and CEO Michael Kraines leads the firm's investment committee alongside Head of Investments Brian Berkowitz. Each deal requires approval from a committee of three senior professionals. Kraines has personal commitment authority up to $10 million per transaction without additional LP consent (per The Wall Street Journal, 2023).

## Related profiles

- [Maclachlan Wealth Management](https://altss.com/profile/maclachlan-wealth-management)
- [CENTERHARBOR CANAPI VENTURES INVESTMENT ADVISOR LLP](https://altss.com/profile/centerharbor-canapi-ventures-investment-advisor-llp)

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Last updated: 2026-08-11T15:07:41.444Z

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