Veracy Family Wealth Partners is an independent family office platform serving ultra-high-net-worth entrepreneurs, innovators, wealth creators, and families. Led by Whitney Zeta and Kenesha Banfield, who have worked together for more than 15 years advising affluent clients, the firm focuses on managing, safeguarding, and optimizing wealth. Its independent structure is designed to keep advice client-centric and free from competing interests.

Veracy provides holistic financial advice and strategic guidance to help clients understand their financial lives and make informed decisions for their families. Services include a central point of contact, real-time net worth reporting, access to a network of specialists, and concierge-level support. The firm offers advice without managing client assets.

Technology is central to the client experience. Through a secure app and desktop and mobile platforms, clients can communicate, share documents, and view investments held across more than 550 financial custodians. The platform also helps track illiquid assets, including art, real estate, private equity, and aircraft, and supports expense and budgeting management with customized spending and projection reports.