A complete list of active advisors currently associated with Compound Family Offices, LLC
Warmer can help you find a great advisor at Compound Family Offices, LLC or one who fits your needs even better.
Compound Family Offices provides comprehensive family office services to ultra‑high‑net‑worth families, their trusts, estates, retirement accounts, and related entities, generally requiring a family relationship to have at least $10 million in assets to engage the firm. Services include discretionary portfolio management, coordination with other advisors, estate, tax, and philanthropic planning, consolidated reporting, trust administration assistance, and family governance and education. The firm’s investment advice is delivered by a multi‑disciplinary team that combines quantitative and qualitative analysis and may allocate across third‑party managers, mutual funds, ETFs, private funds, and direct‑indexing strategies, with continuous monitoring and periodic rebalancing. Compound discloses use of AI tools for analysis and meeting transcription (with an opt‑out option) and may incorporate liquidity solutions such as securities‑backed lines of credit into planning, while noting the attendant risks and potential conflicts. Noteworthy features for this team firm include managing over $540 million in discretionary assets with a five‑advisor team and an explicit policy that it does not offer stand‑alone financial plans as a separate product. Compound also discloses specific operational relationships and potential conflicts—most prominently a custodial relationship with Schwab that includes a business loan to the firm guaranteed by the firm’s principals and covenants to maintain substantial client assets at that custodian—while stating it negotiates third‑party manager fees for clients and does not receive direct compensation from those managers.
To learn more about the advisors currently working at Compound Family Offices, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sarasota, FL
| 14
| |
Sarasota, FL
| 10
| |
Sarasota, FL
| 24
| |
Sarasota, FL
| 7
| |
Sarasota, FL
| 18
|
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