Company Information

Get to know Family Wealth Partners

Founded in 2012, Family Wealth Partners is a boutique wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The company operates as a multi-family office, providing comprehensive and customized financial solutions to high-net-worth and ultra-high-net-worth clients. Their mission is to deliver objective, conflict-free advice by integrating investment management, tax and estate planning, and sophisticated family office services to help clients preserve and grow their wealth across generations.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Family Wealth Partners

United States

Founded in

1997 (29 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.