Veritas Financial Services

The firm describes itself as a strategic wealth partner that uses an open-architecture platform. This means it does not rely on proprietary products but selects external managers and direct investments based on client objectives. The emphasis is on fiduciary duty and independent advice (per public record).

Based on available public information, Veritas participates in both direct deals and fund commitments. The firm's model includes direct investing alongside manager selection, though specifics on deal size or strategy breakdown are not disclosed (per the firm's public communications).

Public records do not name specific founding partners or investment professionals at the firm. The firm's website and regulatory filings may list individuals; however, no named principals have been identified in available public sources (per search of general business records).

The firm relies on an external network of GPs and intermediaries. As an open-architecture advisor, it evaluates opportunities from multiple managers and direct channels rather than a proprietary internal pipeline. This approach is common for multi-family offices that serve diverse clients (per public record description).

Minimums are not publicly stated. Multi-family offices of this type typically require $5 million to $50 million in investable assets, but no specific figure has been confirmed for Veritas (per industry standards, inferred).

No publicly disclosed affiliation with a bank, insurance company, or larger asset manager is known. The firm appears to be an independent, privately held entity based in Boca Raton (per public record and lack of parent-company disclosures).

As a registered investment advisor, Veritas Financial Partners is required to file Form ADV with the SEC. Specific registration details, including CRD number or latest ADV disclosures, are not publicly cited in available media (per public record inference).