Intellectus Partners

Intellectus Partners is a wealth advisory firm for entrepreneurs and senior executives. It describes its model as a different approach to building and protecting wealth, shaped by research with business builders.

Products and services

• Lifecycle advisory: an approach matched to the stages of an entrepreneur's working and family life.
• Venture services: an unbiased process that puts banks in competition to serve the client.
• Wealth planning: financial, professional and family planning across the client's whole life.
• Peer network: a circle of like-minded clients who share ideas and opportunities.

Clients

Entrepreneurs and successful executives who expect more than routine service. The firm says the traditional wealth management model is undermined by big banks' conflicts of interest.

Key facts

• Based in: San Francisco, USA
• Origin: started in Silicon Valley
• Team background: describes its people as entrepreneurs themselves