Known Private Wealth
Tapping Opportunities
in the Next Economy
Expect personalized services that go beyond the numbers to focus on your goals and the pursuit of meaningful impact. We’ll partner with you on the goal of having a legacy of achievable, long-view outcomes that align with your values and your vision for both the near-term and the long-term future.
We work with you to create the world you want to see.
Our Approach
Our work centers on you: your unique needs, goals and situation. Whether we are serving as your outsourced CIO or handling a specific sleeve within your overall portfolio, we recognize that managing your assets is a deeply personal matter. We understand that your lived experience, and your family’s, is as important to balancing risk, performance and impact as data-driven financial modeling.
Known Investments
Explore our Living Cities Catalyst Fund III, where your investments will actively contribute to under-invested communities and close racial income and wealth gaps.
