Company Information

Get to know fitzpatrick & partners llc

Fitzpatrick & Partners LLC is a premier multi-family office based in New York City. Founded to provide comprehensive and objective financial oversight, the firm acts as a personal Chief Financial Officer for a limited number of ultra-high-net-worth families. Their integrated services include investment management, tax and estate planning, risk management, philanthropic advisory, and lifestyle management, all designed to preserve and grow their clients' wealth across generations. The firm prides itself on its independence and a client-centric model that aligns its interests directly with those of the families it serves.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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fitzpatrick & partners llc

United States

Founded in

2016 (10 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

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This company is currently Unproved.

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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.