Founded in 1986, Veritable, LP is a private, employee-owned multi-family office dedicated to serving ultra-high-net-worth families. The firm operates on a foundation of independence and transparency, providing integrated wealth management, investment consulting, and administrative services. Its mission is to act as a fiduciary, offering objective advice and customized strategies to help clients preserve and grow their wealth across generations, free from the conflicts of interest often found in traditional financial institutions.

Founded in

United States