● $4.8B AUM • Fiduciary • Independent since 1998

Truth in capital. Clarity in wealth. Legacy by design.

Veritas Asset is a private multi-family office for founders, executives and generational families. We manage concentrated wealth, build all-weather portfolios, and govern trusts with radical transparency.

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27yUnbroken record

9.4%Net CAGR 10Y

340+Families served

0Conflicts • 100% fiduciary

Veritas Asset private wealth Manhattan skyline

Live Mandate

Veritas All-Weather Composite

+14.2% YTD • Volatility 7.1%

Audited • Net of fees • vs S&P 11.8%

Fiduciary Oath

No proprietary products. No retrocessions. Every dollar disclosed. Every decision documented.

OUR PRINCIPLES →

Private Equity •Real Assets •Trust & Estate •Tax Alpha •Philanthropy •Succession •Private Credit 9-12% •Secondaries •Private Equity •Real Assets •Trust & Estate •Tax Alpha •Philanthropy •Succession •

01 — About Veritas

An independent house of truth for complex capital.

Veritas means truth. Since 1998 we have told wealthy families the truth Wall Street won't: high fees destroy compounding, concentration is risk, and legacy fails without governance. We were founded by three former private-bank directors who left to build a 100% fiduciary firm.

Today we steward $4.8 billion across 340+ families, endowments and foundations. Custody at tier-1 banks, audit by Big Four, reporting to the cent — daily.

✓

Independent & partner-owned. No bank parent, no sales quotas. Partners co-invest $210M alongside clients.

✓

Multi-family office under one roof. Investments, trusts, tax, philanthropy, concierge, next-gen education.

✓

Veritas Charter of 12 principles. Published fees, open architecture, full look-through on every holding.

Meet stewards See audited results

A+Client retention 98.7%

$210MPartner co-invest

24/7Family hotline

02 — What we manage

Six disciplines. One integrated balance sheet.

Stop juggling a broker, a CPA, a lawyer and an insurance salesman. Veritas is your outsourced CIO + CFO + trustee.

Discretionary Portfolios

All-weather mandates 6-12% target

Global equities, investment-grade, private credit, hedged overlays. Rebalanced tax-aware, harvested daily.

Alternatives & Private Markets

Access you can't buy retail

Buyouts, secondaries, private credit 9-12%, farmland, industrial logistics. $50k minimums via pooling.

Trusts, Estate & Tax

Keep $18M+ per couple tax-free

Delaware trusts, SLATs, GRATs, PPLI, Roth conversions, pre-liquidity planning for founders.

Family Office & Governance

From chaos to constitution

Family constitution, councils, next-gen academies, consolidated reporting, bill-pay, cyber shield.

Philanthropy & Impact

Give $1, deduct $1.40

DAFs, private foundations, charitable lead trusts, impact funds with measured IRR + SROI.

Founder Liquidity & Exit

Sell once, keep it forever

Pre-sale structuring, QSBS, installment sales, concentrated stock collars, 10b5-1 execution.

03 — Veritas Method™

Diagnose. Design. Defend. Transfer.

X-Ray Week 1

We dissect fees, taxes, overlap, hidden leverage. 87% of new clients overpay 1.1%+ annually.

Blueprint Week 2-3

Target allocation, after-tax IPS, trust map, insurance audit. Signed by full investment committee.

III

Fortify Ongoing

Downside collars, private income, rebalancing bands, quarterly stress-tests vs 2008 / 2020 / 2022.

Perpetuate

Heir education, trustee succession, philanthropic charter. Wealth that survives 100 years.

"They found $340,000 a year in invisible fees in 11 days. No one else had looked." — Founder client, SaaS exit $84M

04 — Audited performance

Truth loves numbers.

Net of all fees. Compared to 60/40 and S&P 500. Full GIPS report available in data room.

Veritas Balanced Composite vs Benchmarks (net)

+9.1%

+11.4%

+6.8%

+14.2%

60/40 +8.3%

202120222023202460/40 10Y

Risk-adjusted

Sharpe 1.42 • Max DD -9.3%

vs S&P Max DD -24.5%. Sleep-well compounding for $5M-$200M portfolios.

05 — Stewards

Partners, not salespeople.

Jonathan R. Veritas, CFA
FOUNDER • CIO

Ex-Goldman PWM. 27y. Oversees $4.8B.

Elena Marsh, JD, TEP
HEAD OF TRUSTS

380+ trusts structured. Delaware bar.

David Okafor, CAIA
PRIVATE MARKETS

Secondaries & credit. $1.2B deployed.

Sophia Lindqvist, CFP
FAMILY GOVERNANCE

Next-gen academy, philanthropy.

06 — Veritas Insights

Intelligence for owners of capital.

Weekly memos from our investment committee. No noise, no sponsored picks. Read by 18,000 principals.

Oct 2026 • Research

2026 Capital Outlook: Income is back

Read →

Private briefing

Get the Q4 Family Office Letter + fee benchmark.

Join 18,000 principals. One email monthly. Unsubscribe anytime.

07 — Contact

Start with truth. End with legacy.

Complimentary 45-min consultation: portfolio x-ray, fee audit, trust review. NDA on request. Minimum $2M investable or $5M net worth.

📍 520 Madison Ave, 32nd Fl, New York, NY 10022

📞 +1 (212) 555-0148 • Mon–Fri 8am–7pm ET

✉️ office [at] veritasasset.com

Book your Portfolio X-Ray

No pitch. We show you in writing what you'd save with us — or tell you to stay where you are.