Vida Wealth Partners

Vida Wealth Partners is a registered investment advisor (RIA) that operates as a multi-family office. It provides wealth management services to multiple families, combining investment advisory with financial planning, tax strategies, and estate planning. Unlike a single-family office, it serves unrelated clients and is subject to SEC registration and fiduciary duties.

Vida Wealth Partners does not publicly name its investment committee or key portfolio managers. The firm's SEC filings indicate it relies on an internal team of investment professionals, but specific names are not disclosed in public sources.

The firm serves ultra-high-net-worth families, individuals, and family offices. Its services are designed for clients with substantial assets who require integrated wealth management, including investment management, tax planning, estate planning, and philanthropic advisory.

Vida Wealth Partners allocates client assets to a range of investments, including pooled vehicles like private equity funds, hedge funds, and real estate partnerships. While it may facilitate co-investments through external managers, direct deal-making is not a stated core focus based on available public records.

The firm is headquartered in San Francisco, California, United States. It does not publicly list additional office locations.

Vida Wealth Partners operates as a multi-family office, serving multiple unrelated families, which spreads operational costs and provides access to institutional resources. It is registered with the SEC as an RIA, while many single-family offices operate without registration, relying on family staff.

Vida Wealth Partners does not publicly disclose a minimum account size. As a firm serving ultra-high-net-worth clients, it likely requires accounts exceeding several million dollars, but this cannot be confirmed from public sources.