Worthnet

Worthnet acts as an aggregator and gatekeeper, leveraging its network of member families and institutional relationships to surface private-market funds, direct co-investment opportunities, and niche alternative strategies that individual families would struggle to access independently. Specific deal flow is proprietary and not publicly catalogued.

Public regulatory filings are not immediately consolidated under a single easily identifiable entity, which is common for closely held family-office service platforms. Any determination of registration status would require a direct review of the firm's Form ADV or equivalent filing with the SEC or state regulators.

Worthnet does not publicly state a specific minimum net-worth or investable-asset threshold. Multi-family office platforms of this category typically serve families with investable assets between $20 million and $500 million who want institutional infrastructure without building a dedicated single-family office.

Fee structures are not publicly disclosed. Outsourced multi-family office platforms commonly charge a combination of annual retainer fees based on complexity, assets under advisement, or a subscription model for access to the platform's services and peer network.

Based on its summit programming and platform positioning, Worthnet facilitates direct co-investment discussions alongside fund commitments. The firm's annual summit agendas have featured panels on direct investing, suggesting both pathways are available to member families.