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Weiss Financial Overview

Type
Single Family Office

General Information

Weiss Financial is a single-family office headquartered in New York. The firm manages and allocates capital across public and private markets, focusing on long-term wealth preservation and growth for its founding family. With a disciplined investment approach and a diversified portfolio, Weiss Financial seeks to balance risk and return—supports strategic asset allocation, direct investments, and partnerships with external managers to achieve its financial objectives.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Single Family Office

Leadership & Principals

Corporate Office:
New York, United States

Portfolio & Notable Allocations

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