Curated Wealth Partners, LLC

Overview

The firm operates as an SEC-registered, independent adviser under a fiduciary standard, according to its website.² Its reported advisory services include portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other advisers.¹ The firm reports serving high-net-worth individuals and pooled investment vehicles.¹

History

Curated Wealth Partners reports publishing quarterly market and economic views beginning in 2018.³ The firm’s stated principles are Quality, Excellence, Responsibility, Proactivity, Efficiency, and Growth.⁴

Leadership

The firm lists Lee Hutter as Co-Founder and Chief Executive Officer, Susan Moffat as Co-Founder and President, and Richard A. Ward, CFA® as Co-Founder and Chief Investment Officer.⁵ Nellie Keyhani is listed as Director. Jack Sullivan and Ryan Reid are Vice Presidents. David Peterson and Phil Nguyen are Associates. Axel Hsu is an Analyst, and Jean Bong is Senior Account Manager.⁵ Maxine Sam, Alisha Park, Nick Anderson, and Chika Ikeri are listed in account or client service roles.⁵

The firm describes Lee Hutter’s prior work in international equity markets, investment banking, institutional equity research, venture capital, and asset management, along with an MBA.⁶ Susan Moffat’s background includes work as an equity trader, securities analyst, and portfolio manager, with buy-side and wealth advisory experience.⁶ Jack Sullivan’s background includes market study, an MBA, and real estate investment.⁶

Services

Curated Wealth Partners says it coordinates managed accounts, assets held away, real estate, and private holdings in a total-wealth view.⁷ Its planning work includes financial plans that model multiple outcomes as portfolios and clients’ lives change.⁷ The firm describes estate-planning coordination with clients’ estate attorneys and tax coordination with clients’ CPAs, including tracking outstanding tax documents.⁷

The firm describes investment positioning across public markets, alternatives, and semi-liquid strategies, including exposures that clients bring to the firm.⁷ It also describes liquidity management for capital calls, annual gifting, and purchases.⁷

Family-office services include household payroll, benefits coordination, insurance inventory and annual rebidding, tax-document tracking, premium and tax payments, capital calls, and intrafamily loan payments.⁸ The firm assists with tax and estate coordination for donor-advised funds and other charitable structures.⁹

What the firm offers

• Investment management
• Tax planning
• Trust and fiduciary
• Philanthropy
• Risk and insurance
• Private and alternative investments

Client focus

The firm identifies private-equity and hedge-fund principals, entrepreneurs, multi-generational families, people experiencing sudden wealth, and senior company executives among the client situations it serves.¹⁰

Investment philosophy and approach

The firm says its approach brings managed accounts, outside assets, real estate, and private holdings into one total-wealth view.⁷ It says portfolios may combine public markets, alternatives, and semi-liquid strategies while accounting for liquidity needs such as capital calls, gifting, and purchases.⁷ The firm also describes coordinating tax and estate matters with clients’ existing professional advisers.⁷

Assets and minimums

As of July 29, 2026, the directory record reports regulatory assets under management of $1,762,000,000.¹ It identifies 68 high-net-worth individual clients with $1,565,000,000 and six pooled vehicles with $197,000,000.¹ Reported fee types are percentage of assets under management, fixed fees, and performance-based fees.¹

By the numbers

FAQs

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Sources

1. SEC Form ADV , accessed October 23, 2026. Directory ADV date: July 29, 2026.
2. Curated Wealth Partners homepage , accessed October 23, 2026.
3. Firm publications , accessed October 23, 2026.
4. Curated Principles , accessed October 23, 2026.
5. Leadership & Team , accessed October 23, 2026.
6. Company Bios , accessed October 23, 2026.
7. How We’re Different , accessed October 23, 2026.
8. Family Office Services , accessed October 23, 2026.
9. Philanthropy , accessed October 23, 2026.
10. Who We Serve , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.