The Family Firm, Inc.
Have updates for this profile? Please contribute data
= Subscriber Access Only
You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.
With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
The Family Firm, Inc. - overview
Established
1984
Location
Bethesda, MD, US
Primary Industry
Financial Services
About
Based in Maryland, US, and founded in 1984, The Family Firm, Inc. provides consulting leadership and client services mainly for its female clients. In September 2025, Beacon Pointe Advisors, LLC, a portfolio company of KKR, acquired The Family Firm. The Family Firm collaborates with a network of professionals including CPAs, estate attorneys, and insurance experts to deliver integrated financial guidance tailored to each client’s unique life circumstances.
Their services span a wide array of planning and management areas, including retirement planning, tax strategizing, investment management, estate planning, asset protection strategies, education planning, and charitable giving strategies. The firm’s product offerings are centered around personalized financial planning and wealth management solutions.
Current Investors
Beacon Pointe Advisors, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
The Family Firm, Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | The Family Firm, Inc. | - |
Displaying 1 - 1 of 1
Time to go Pro
Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.