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.

• Consolidated net worth reporting across custodians and asset classes
• Financial administration including bill pay, bookkeeping, and cash flow management
• Coordination with estate attorneys, CPAs, and wealth advisors
• Personnel and payroll management for household or family office staff
• Philanthropic program oversight and entity administration
• Family governance and integrated financial planning

• Real-time net worth visualization via desktop and mobile platform
• Data aggregation across 550+ financial custodians
• Illiquid asset tracking for real estate, private equity, art, and aircraft
• Secure app for communication and document sharing
• Customized consolidated balance sheet reporting
• Expense management and lifestyle budgeting with projection reports
• Payroll administration and employee benefits coordination
• LLC and trust administration and reporting
• Grant-making oversight and NFP evaluations
• Liability management and personal insurance review

Built for Single Family Office (SFO), Private Wealth Owners / Principals.

Secure in-app communication, dedicated relationship via central point of contact model, phone contact available