Sandlot Private Wealth LLC

Sandlot Private Wealth serves ultra‑high‑net‑worth families, entrepreneurs, executives, family offices and select institutional partners. The firm offers holistic wealth management services that integrate financial planning, discretionary investment management across public and alternative assets, estate and legacy planning, family office infrastructure, and personal performance and leadership coaching under its MW3 framework.

Investment strategies are tailored to each client’s objectives and risk tolerance and draw on fundamental, technical and quantitative analysis; the firm may employ sub‑advisers to gain access to specific vehicles or strategies. Sandlot Private Wealth also conducts due diligence and assists clients with access to private equity, real estate, hedge funds and other alternatives, and it may use performance‑based fee arrangements for certain private or alternative investments available only to qualified clients.

Distinctive features include an affiliation with Sandlot Partners LLC, an affiliated adviser that sponsors private investment funds, and the firm’s willingness to recommend affiliated funds when suitable — relationships and potential conflicts are disclosed and governed by written allocation and disclosure policies. The firm operates as a small, boutique adviser with a typical $5 million account minimum and a client focus on ultra‑HNW and family office relationships rather than serving non‑HNW or broader retail HNW segments.