Surevest Private Wealth Overview

General Information

Surevest Private Wealth is a multi-family office headquartered in Los Angeles. The firm provides comprehensive wealth management and advisory services to high-net-worth families, focusing on investment oversight, estate planning, and intergenerational wealth transfer. With a tailored approach to each client’s objectives and risk profile, Surevest Private Wealth integrates financial strategies across asset classes—supports families in preserving and growing their capital across generations.