A complete list of active advisors currently associated with Founder360â° Family Office

Warmer can help you find a great advisor at Founder360â° Family Office or one who fits your needs even better.

Founder360° serves founders of closely held businesses and their families, along with individuals and entrepreneurs who have complex business, tax, and estate planning needs. The firm offers an integrated set of services that combine comprehensive family-office engagements, standalone business advisory, discretionary investment management, personal financial planning, and a business diagnostic/planning software platform (Founder360° Essentials). Founder360° delivers both higher-touch discretionary portfolio management and an automated platform option, pairing multi-year portfolio construction and rebalancing with tax-aware planning, cash-flow and retirement analysis, and evaluation of private/alternative holdings. The advisory process explicitly integrates enterprise value-driver analysis with personal financial objectives using a mix of fundamental analysis and modern portfolio principles. What is distinctive is the firm’s pricing and delivery mix: several service tiers use fixed retainers or subscription-based pricing and the Essentials software is included in bundled Family Office engagements, while the Family Office is intentionally limited to roughly 20–30 client relationships. Founder360° provides private-market and alternative-investment guidance on an advice-only basis and states it does not sponsor private funds or accept placement or commission fees, which narrows certain conflicts relative to many peers.

To learn more about the advisors currently working at Founder360â° Family Office, 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
Luke La Manna	Mequon, WI	2

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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