Curated Investment Access
Concierge Wealth Services
Enjoy a high-touch client experience and access to carefully vetted private investment solutions not typically offered through conventional channels. These opportunities—available to accredited or qualified investors—are selected with an emphasis on long-term alignment, diversification, and risk management.
What “Curated Access” Means
Curated access emphasizes process over promotion. Rather than steering toward any single product, the focus is on a documented, research-driven framework that evaluates potential opportunities through objective criteria—strategy fit, risk profile, liquidity, governance, and alignment with stated objectives. This approach seeks to balance capital preservation with the potential for long-term growth while maintaining clarity on fees, reporting, and operational controls. We do not offer securities or investment advice; if appropriate, introductions are made to a respected, independent SEC-registered investment adviser for evaluation under their regulatory framework.
Alignment & Objectives
Clarity on goals, constraints, liquidity needs, and time horizon comes first. Each potential exposure is assessed for the role it is intended to play within a broader plan.
Risk & Diversification
Consideration of drawdown sensitivity, correlation structure, and regime behavior helps determine whether an exposure enhances diversification or duplicates existing risk.
Operations & Governance
Transparency around costs, reporting, controls, and service providers supports informed decision-making and ongoing accountability—key pillars of institutional practice.
Who This May Be Right For
- Accredited or otherwise qualified investors seeking access to private-market solutions.
- Families and entrepreneurs who value documentation, risk awareness, and transparency.
- Clients aligning portfolios around purpose-built roles: growth, stability, inflation defense, liquidity.
When This Access Helps
- When you want a second-opinion review of risk, liquidity, and diversification.
- When you prefer a research-driven introduction process over product pitches.
- When governance, reporting, and ongoing accountability matter to your family office needs.
Our Role & How Access Works
- Brief Conversation: We discuss goals and confirm qualifications for access.
- Introduction: We connect you with our independent SEC-registered investment adviser partner.
- Evaluation: The adviser—not us—assesses objectives, constraints, and suitability under their regulatory framework.
- Decision: Any engagement, fees, and implementation occur solely between you and the adviser with full disclosures.
Request a Confidential Conversation
Explore whether curated access aligns with your objectives. We’ll confirm fit and, if appropriate, facilitate an introduction to the adviser for a deeper review of process, disclosures, and next steps.
Secure form submission. We’ll follow up with next steps.
Disclosures:
Past performance does not guarantee future results. All investments carry risk, including the potential loss of principal. Access to certain investment opportunities may be limited to accredited or qualified investors under SEC guidelines. We may receive compensation or other benefits in connection with referrals made to our investment adviser partner. Any potential conflicts of interest will be disclosed to clients in accordance with applicable regulations. Investment advisory services are provided by FamilyWealth Advisers, LLC, an SEC Registered Investment Adviser. There is no guarantee that any particular asset allocation mix will meet your investment objectives or provide you with a given level of income. We recommend that you consult a tax or financial adviser about your individual situation. Investments in bonds are subject to interest rate, credit, and inflation risk.