Family Office Services

At Curi Capital, we provide comprehensive guidance with the goal of helping multi-generational families preserve, grow, and transfer their wealth with confidence. Whether partnering with an existing family office or serving as your dedicated outsourced team, we tailor solutions to fit your unique needs. Our senior-level advisors build deep, trusted relationships—offering proactive insights and unwavering commitment to your long-term success.

“What makes us different is our customized approach that we take to help plan clients’ futures with the support of a specialized and experienced Family Office team.”

-Richard M. Burridge, Founding Partner, Executive Chairman, Co-Chief Investment Officer

What Makes Curi Capital Different

Customized approach

We aim to be a trusted advisor dedicated to tailoring our holistic family office services to create a plan that preserves, grows, and transitions your wealth.

Significant employee ownership

With over 65 employee partners, our capital is invested alongside our clients’. We believe this structure creates optimal alignment and risk management on behalf of our employee owners and clients.

Senior-level team of advisors

The Family Office team brings decades of experience across our core pillars of wealth planning, investment advisory, accounting and reporting, and administrative services. We maintain a low client-to-advisor ratio to provide high-touch customized services to each of our client families.

Flexible pricing

Our pricing is strategic in nature by creating alignment between clients and the Family Office team. Our goal is to work with our clients to produce a pricing agreement that is transparent, competitive, and fair.

Investment horsepower

As an independent firm, we have the investment advisory capabilities of a larger firm while maintaining the flexibility and niche investment capabilities of a small institution.