Family and Money Matters
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Family and Money Matters provides ongoing comprehensive financial planning, limited‑scope project planning, and tailored investment management, including advice on held‑away assets and the use of third‑party managers. The firm works one‑on‑one with a small number of high‑net‑worth individual clients and maintains account minimums for managed assets and for ongoing advising on held‑away investments.
The firm’s investment analysis relies on fundamental research but portfolios are generally implemented through a passive approach, using index mutual funds and ETFs to construct asset‑class allocations. It selects and monitors third‑party model managers — including a technology‑supported sub‑advisor that applies Modern Portfolio Theory — and permits reasonable client‑imposed restrictions while executing trades on an individual basis rather than block trading.
Notable distinctions include a reported significant non‑U.S. client base, a feature that is uncommon among independent solo advisers. The firm also emphasizes family‑oriented planning and related specialty competencies — such as divorce financial analysis, family mediation and family business advising, plus family‑office experience — which may shape its focus on intergenerational and family‑dynamics issues in addition to traditional financial planning and portfolio management.
Client services
Expertise
Fee options
$2,500 and up (fixed fee for Limited Scope Financial Planning projects, depending on complexity); $5,000 upfront plus $7,500 quarterly (ongoing comprehensive financial planning)
$0+: 1.00% annually (standard advisory fee for Investment Management Services) $0+: 0.50% annually (for held-away investment assets ongoing supervision and advice) $0+: 1.25% annually (standard advisory fee when using a TAMP, inclusive of TAMP fees)
$350 per hour (for Limited Scope Financial Planning projects)
Account minimum: $1,000,000 for managed assets; $2,000,000 for ongoing advising on held-away assets (may be waived at adviser’s discretion)
Main office
4531 Ponce De Leon Boulevard, Suite 200
Coral Gables FL 33146
Advisors at this office
1
Most active in
Florida
Also doing business as
Elaine King LLC · Family And Money Matters
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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