Veracy Partners

Most wealth advisory firms either manage assets or provide administrative support. Veracy Partners does neither in the traditional sense, positioning itself as an independent family office platform that advises without managing assets directly. This structural choice matters: the firm has no custody of client funds and no proprietary products to sell, which removes the conflicts of interest that arise when advisors are compensated on what they recommend. For ultra-high-net-worth entrepreneurs and families, that distinction shapes every interaction.

Founded and led by Whitney Zeta and Kenesha Banfield, who have worked together for over 15 years across JPMorgan, First Republic, and Merrill Lynch, the firm operates from Washington, DC. Its service model combines financial administration with strategic planning coordination:

• Consolidated balance sheet reporting across 550+ financial custodians, including illiquid assets such as real estate, private equity, art, and aircraft
• Bill pay, bookkeeping, cash flow management, and lifestyle budgeting with projection reports
• Personnel management including payroll administration and employee benefits coordination
• Estate, trust, and tax planning coordination alongside family governance support
• Philanthropic oversight covering grant-making, entity formation, and NFP evaluations

The technology layer aggregates data across custodians and asset classes into a real-time net worth view accessible via desktop and mobile, with a secure app for document sharing and communication. This positions Veracy as a single coordination point across a family’s advisors, CPAs, and estate attorneys rather than a replacement for any of them.

Pricing is not publicly disclosed, and the firm appears to serve a limited, high-touch client base rather than operating at scale. Families seeking a platform that manages investments directly, or those outside the US, will need to look elsewhere.