Susan Moffat's Contact Details

Susan Moffat's Company Details

Curated Wealth Partners

, California, United States • 1 - 10 Employees
Financial Services

Curated Wealth Partners is a multi-family office delivering differentiated financial advice and well-being to a select group of families. As veterans of the wealth management industry, with backing from some of the most sophisticated financial professionals in the industry, we launched Curated Wealth because our clients deserve a better, more integrated experience. They deserve the unbiased, thoughtful, personalized approach to managing their financial life that they would get from their own, dedicated family office. Curated Wealth Partners delivers this seamless, integrated approach to those families who understand the benefits of having a family office, but don't want to manage it themselves. Our primary services include investment management, cash flow management, financial and estate planning, and debt management, though we often help with issues far afield from these core competencies. At Curated, our clients are our partners, and we use that word in our firm's name with intention. As trusted, long-term, family advisors, everyday we are guiding our clients through the many challenges and opportunities that come with generational wealth. If you are interested in having us do the same for you and your family, please ask a friend or client to refer you.