CURATED WEALTH PARTNERS

Owners

Goods & Services

Wealth management services covering a wide variety of asset classes in both public and private markets including equities, fixed income, hedge funds, direct private equity and real estate as well as private equity and real estate funds; Financial advisory services in the field of financial trusts, estate planning, financial retirement assets, charitable organizations, investment partnerships and corporations; Financial management of client accounts in the field of mutual funds, exchange traded funds, exchange traded notes, closed end funds, index funds, and alternative investment funds; financial planning;