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.

• FEP was founded by a team of partners who have distinguished themselves in their professional careers and who shared a unique vision of combining their expertise in a dedicated investment advisory firm whose success was measured solely by their clients’ success. Our firm seeks to fulfill its fiduciary obligations by providing objective, conflict-free investment management advice.
• The investment expertise and experience within the firm and through the firm’s investment partners provides asset class and investment capabilities, opportunities, and services not typically found at other investment advisory firms.
• Our professional team is dedicated to understanding each client’s unique personal situation and delivering investment advice that is customized to individual objectives, taking into account risk tolerance and liquidity needs.
• Detailed financial planning, a global approach to asset allocation, a longer-term investment horizon balanced with each client’s liquidity requirements, a thoughtful coordination of traditional and alternative investments drive our core beliefs and investment philosophy.