Vested Legacy Wealth Management

The firm's investment committee drives asset allocation and manager selection, typically comprising senior advisors with backgrounds in institutional consulting and family office management. Day-to-day portfolio implementation is coordinated by the lead relationship advisor assigned to each family, supported by external research resources and custodial partners.

The firm sources primarily through curated manager relationships, institutional fund access, and co-investment networks developed over its advisory tenure. It does not maintain a proprietary deal origination function, instead selecting external funds and direct co-investment exposures through rigorous due diligence on third-party managers.

It operates as a multi-family office and independent RIA, serving a limited number of families under a shared service platform. This structure allows families to access institutional-caliber manager relationships and estate coordination capabilities without building a dedicated single-family office.

The firm makes fund commitments across public and private markets as the core of client portfolios, and selectively evaluates direct co-investment opportunities alongside trusted managers. Direct equity or real asset deals are typically assessed on a case-by-case basis where they complement existing fund exposures and fit a family's specific tax or concentration needs.

The firm is receptive to co-investment structures offered by established general partners, particularly in private credit, real assets, and lower-middle-market buyout strategies where fee efficiency and control over pacing offer advantages to taxable family investors. Participation is governed by each family's liquidity requirements and investment policy statement.