Compound Family Offices

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Compound Family Offices — overview

Assets Under Management

Type

Family Office - Multi

Location

Sarasota, FL, US

Alternative Asset Classes

PEVCREHFNR

About

Compound Family Offices is a US-based multi-family office and registered investment adviser. It provides investment advisory services to its clients on a discretionary basis. The services it offers include investment management and advisory, and financial planning services. The firm advises ultra-high-net-worth individuals and their families, including their trusts, estates, retirement accounts, and related entities. The family office also provides its services to charitable organizations, corporations, and other business entities.

Compound Family Offices - known decision makers (5)

Contact NamePositionLocationEmailTelephoneAsset Class
Co-Founder, Senior Vice PresidentSarasota, USGEN
Co-Founder & Family Wealth Advisor, Senior Vice PresidentSarasota, USGEN
Investment AssociateSarasota, USGEN
Senior Vice President, Family Wealth AdvisorSarasota, USGEN
Investment Analyst, Director Of Manager ResearchSarasota, USGEN

Showing 5 of 5 known decision makers Compound Family Offices

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