Vested Partners: A Multi-Family Office
Vested Partners is a leading multi-family office that specializes in providing personalized financial services to high-net-worth individuals and families. With a team of experienced advisors and a deep understanding of complex financial matters, Vested Partners helps its clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial services to high-net-worth individuals and families
- Offers a team of experienced advisors with expertise in complex financial matters
- Assists clients in achieving their financial goals
Facts and Insights
Vested Partners is a highly reputable multi-family office with a strong track record of success. Here are some important facts and insights about the firm:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 25 years |
Financial Services Offered
Vested Partners offers a wide range of financial services to cater to the specific needs and goals of its clients. Some of the key services include:
- Investment management
- Wealth planning and preservation
- Estate planning
- Tax planning and preparation
- Retirement planning
- Insurance and risk management
Client Types
Vested Partners serves a diverse clientele, including high-net-worth individuals, families, and business owners. The firm understands that each client has unique financial needs and tailors its services accordingly.
Fees & Compensation
As a multi-family office, Vested Partners charges its clients a percentage of their assets under management as fees. This fee structure aligns the firm’s interests with those of its clients and ensures that Vested Partners is fully invested in their financial success.
Background
Vested Partners was founded in 1995 with a mission to provide personalized and comprehensive financial services to high-net-worth individuals and families. The firm has since grown into a highly reputable and successful multi-family office, serving clients across the country.
Financial Advisor Disclosures to Know
Vested Partners takes transparency very seriously and believes in being upfront about any potential conflicts of interest. As such, the firm discloses the following information to its clients:
- All of its advisors are registered with the Securities and Exchange Commission (SEC) or their respective state securities regulators
- The firm operates as a fee-only advisor and does not receive any commissions or third-party payments for recommending specific products
- In certain cases, the firm may recommend affiliated or proprietary products, in which case it will disclose any potential conflicts of interest and obtain written consent from the client
- Any disciplinary actions taken against the firm or its individual advisors will be disclosed to clients