Optivest is a Premiere Boutique
Multi-Family Office
Multi-Family Office
Optivest provides expertise in Wealth Management and Financial Planning
to ensure our clients’ legacies continue to fulfill dreams for generations to come. For clients with philanthropic and foundation planning goals, giving involves more than money, it’s about fulfillment of purpose, connection and a transformative effect on the causes you care about.
to ensure our clients’ legacies continue to fulfill dreams for generations to come. For clients with philanthropic and foundation planning goals, giving involves more than money, it’s about fulfillment of purpose, connection and a transformative effect on the causes you care about.
Our Services
Wealth Management
Our team of experienced professionals employ an “open architecture” investment platform that allows us to build portfolios, utilizing a strategic blend of equity, fixed income, alternatives and real estate in order to maximize diversification and produce durable portfolios that can perform in all markets.
Financial Planning
Your plans determine their future. Through our OptiPlan process, we develop coordinated strategies that incorporate your investments, estate planning, and tax planning to ensure you have objective and comprehensive advice. With our expertise in Financial Planning, your legacy will be preserved for generations to come.
Real Estate and Alternative Investments
With over 30 years of experience in real estate and alternative investments, we work with a select group of managers and developers to provide our clients with tax-sheltered income, DST/1031 Exchanges and unique growth opportunities.