Curated Wealth Partners Email Format

Financial ServicesCalifornia, United States11-50 Employees

Curated Wealth Partners is a small- to mid-sized financial services firm based in El Segundo, California, that operates as a multi-family office for a selective group of families. It provides an integrated approach to managing complex financial lives, combining investment oversight with a focus on the families' overall well-being.
The firm offers core services including investment management, cash flow management, financial and estate planning, and debt management, while occasionally assisting with issues beyond these areas. Its clients are families seeking the benefits of a family office without managing one themselves, relying on long-term, trusted guidance through generational wealth. In July 2023, Curated Wealth Partners announced the acquisition of Holdings Channel, signaling a recent strategic expansion.

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