# Shepherd Financial Partners

Shepherd Financial Partners is a Multi Family Office based in Winchester, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Winchester, United States
- **Region:** North America
- **Address:** Winchester, MA, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** www.shepherdfinancialpartners.com
- **LinkedIn:** https://www.linkedin.com/company/shepherd-financial-partners

## Regulatory record

- **CRD number:** 169093
- **SEC file number:** 801-106533
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169093

## About

Shepherd Financial Partners empowers a diverse range of clients with advanced and multigenerational wealth planning needs. The firm offers tailored solutions including financial planning, private wealth management, asset management, strategic tax planning, estate and generational wealth planning, and retirement planning. Investment advice and financial planning are offered through Shepherd Financial Partners, LLC, a registered investment advisor.

## People

- Anne French

## Questions

### Who runs investment decisions at Shepherd Financial Partners?

The firm operates through a central investment committee that constructs model portfolios used across the advisor base. Portfolio selection spans municipal bond ladders, tactical equity allocations, and vetted third-party alternative strategies. Day-to-day implementation is handled by individual advisors with household-level customization.

### What is SFP's known posture on co-investments alongside external GPs?

SFP accesses alternatives primarily through third-party manager relationships, including nontraded REITs and private credit funds, rather than through direct co-investments or proprietary deal-by-deal SPVs. The firm has not publicly emphasized a direct co-investment program.

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Last updated: 2026-08-11T15:08:04.536Z

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