Aspiriant is an independent wealth management firm and multi-family office founded in 2008 and headquartered in Los Angeles, California. The firm operates with a core investment mandate focused on providing comprehensive financial planning and portfolio management services to a diverse range of clients. As a fiduciary, the organization is structured to align its investment strategies with the long-term financial goals of the families and institutions it serves. The firm was established through the combination of several independent organizations, creating a unified team dedicated to navigating complex financial landscapes. This collaborative foundation has allowed the firm to maintain a stable presence in the wealth management sector for nearly two decades. Aspiriant emphasizes a commitment to independence and a client-first approach, which has defined its market position as a significant participant in the private wealth space since its inception. The investment strategy executed by Aspiriant is characterized by a globally diversified and value-oriented approach. The firm primarily allocates capital across several major asset classes, including exchange-traded equity securities, securities issued by registered investment companies, and pooled investment vehicles. A significant portion of the portfolio is typically directed toward registered investment companies to achieve broad market exposure. Geographically, the firm maintains a wide focus, seeking opportunities across domestic and international markets to ensure robust diversification. The strategy is implemented through a disciplined process that emphasizes long-term steadiness and risk mitigation. By pooling client assets, the firm aims to provide its clients with increased bargaining power and access to a broader range of investment opportunities that might otherwise be difficult to reach. This methodology ensures that the aspiriant investment philosophy remains consistent across various market cycles and economic conditions. The firm’s approach is designed to create a feeling of calm and steadiness for its clients by adhering to a rigorous, research-driven framework that prioritizes capital preservation and sustainable growth. Organizationally, Aspiriant maintains a significant scale with approximately 220 team members and 10 offices located across the United States. The firm serves a broad client base in 47 states, reflecting its extensive geographic reach and operational capacity. Its investor base is primarily composed of high-net-worth individuals, families, pension and profit-sharing plans, and charitable organizations. The firm’s partnership structure, where approximately one-third of the team members are partners, fosters a culture of shared commitment and long-term stability. This organizational model supports a full suite of services, including total wealth management, exclusive family office services, and specialized tax planning and compliance. The firm’s platform is built on a foundation of professional expertise and a deep understanding of the unique needs of ultra-affluent clients. Aspiriant continues to leverage its national presence and integrated service model to provide a comprehensive wealth management experience that spans multiple generations and diverse financial requirements.