Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Jul 2026 · 1 SOURCES
Surevest Private Wealth
Multi family office in Los Angeles, United States, founded 2002; focus on real estate.
Identity
- HEADQUARTERS
- Los Angeles, United States
- FOUNDED
- 2002
Investment approach
- SECTORS
- Real Estate & PropTech
Overview
This multi family office is based in Los Angeles, United States; it was founded in 2002. Listed sector interests include real estate. 1 person is named on its team.
People
- Robert LunaCEO & Chief Investment Strategist · source
Frequently asked questions
Surevest Private Wealth is a multi family office based in Los Angeles, the United States, founded in 2002.
Surevest Private Wealth does not publicly state whether it puts its own money into companies or invests through funds.
Surevest Private Wealth invests in Real Estate & PropTech.
Key people at Surevest Private Wealth include Robert Luna (CEO & Chief Investment Strategist).