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VIDA Private Wealth
VIDA PRIVATE WEALTH LLC is an SEC-registered investment adviser in Pasadena, CA. The firm manages $92 million in assets, $89 million on a discretionary basis.
Overview
VIDA PRIVATE WEALTH LLC is an SEC-registered investment adviser in Pasadena, CA. The firm manages $92 million in assets, $89 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
How does VIDA Private Wealth approach investment management?
VIDA functions as an outsourced chief investment office, blending manager selection, direct co-investment access, and consolidated reporting for each family. The firm designs bespoke investment policy statements and allocates across public equities, private markets, hedge funds, and real assets. Capital preservation and currency diversification are central themes, reflecting the home-market volatility many client families have historically experienced.
What role does estate and tax planning play in VIDA's service model?
Estate and tax planning are foundational, not ancillary, to VIDA's engagement model. The firm integrates cross-border trust and foundation design, succession governance, and the structuring of operating-company transitions directly into the client relationship. This work often involves coordinating multiple law firms across the US, Mexico, Brazil, and other jurisdictions.
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