About Us

Family Endowment Partners is an independent SEC registered investment advisory firm. Founded in 2007, the firm advises high net worth individuals, families, institutions, foundations and retirement plans.

Client Practices

  • Individuals and Families
  • Institutions
  • Foundations
  • Retirement Plans

Client Login

Client access to account information, investment updates and reports.

Our Mission

Family Endowment Partnersí mission is to bring a best-in-class investment and planning process focused solely for the benefit of our clients. To that end, we have assembled an advisory team with in-depth experience and proven expertise across a global investment spectrum supported by a select group of strategic partners. We have paired this investment expertise with a hands-on, bottoms-up analytical planning process to understand each clientís unique requirements as we seek to maximize risk adjusted results to meet each clientís needs.

With the Family Endowment Partners investment platform and planning process, we deliver a service that fulfills our fiduciary obligation of providing objective, conflict-free investment management advice, drives our core beliefs in bringing world class expertise to a client-focused philosophy, and produces the specific success demanded by each client.