Greenwood Family Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$314,763,546
Clients
15
Advisors
3
of 3 employees
About
Greenwood Family Advisors provides family-office-style, non-discretionary investment advisory services to a select group of high‑net‑worth individuals, families, and related entities, serving both U.S.-domiciled and non‑U.S.-domiciled clients. Services include ongoing portfolio management and supervisory oversight of assets held across multiple custodians or external advisors, consolidated reporting, and ad‑hoc financial planning and estate‑planning assessments.
The firm manages approximately $327.1 million in assets on a non‑discretionary basis and requires client consent before implementing recommendations, while also assisting with manager selection and monitoring third‑party managed account programs. Its approach emphasizes customized asset allocation, cash‑flow and capital sufficiency analysis, sourcing and due diligence on investment opportunities, and coordination with philanthropy and other external service providers.
Compared with many peers, Greenwood serves a significant non‑U.S. client base and operates with a very small client roster (about 15 clients) and substantial assets under advisement (roughly $91.5 million), reflecting a role that aggregates and supervises externally held assets rather than exercising discretionary trading authority. The firm’s practice of providing consolidated oversight, family education, and coordination among multiple financial intermediaries distinguishes its service model from more traditional discretionary managers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fees charged for consulting, financial planning, estate planning, ad-hoc projects, and consolidated reporting services; amounts negotiated per project/client
Hourly fees charged for consulting, financial planning, estate planning, and ad-hoc projects as negotiated
Performance-based fees not currently charged but may be agreed upon with qualified clients
Account minimum: $5,000,000
Main office
1395 Brickell Ave, Suite 800
Miami FL 33131
Advisors at this office
3
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Advisors at this firm
Nicolas S
CFA®, Series 63
Miami, FL
Greenwood Family Advisors LLC
Nicolas Suarez Inclan is a CFA® charterholder with 20 years of industry experience. He is a financial advisor at Greenwood Family Advisors LLC, where he has worked since 2021. Prior to that, he held positions at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC for 15 years. Greenwood Family Advisors provides family-office-style, non-discretionary investment advisory services to a select group of high-net-worth individuals and families, including both U.S. and non-U.S. domiciled clients. The firm focuses on customized asset allocation, consolidated reporting, and coordination with external service providers while maintaining a small client roster and significant assets under advisement.
Carlos A
Series 63, Series 65
Miami, FL
Greenwood Family Advisors LLC
Carlos Anllo II is a financial advisor at Greenwood Family Advisors LLC with 20 years of industry experience. He previously worked at J.P. Morgan Chase Bank, NA and J.P. Morgan Securities Inc, totaling 15 years in those roles. Outside of his advisory work, Mr. Anllo serves as a Director and President of Bay Consultants Inc., a consulting firm unrelated to investment services. Greenwood Family Advisors provides family-office-style, non-discretionary investment advisory services to a select group of high-net-worth individuals, families, and related entities. The firm manages approximately $327.1 million in assets, focusing on customized asset allocation, consolidated reporting, and coordination among multiple financial intermediaries.
Jennifer A
Series 66
Miami, FL
Greenwood Family Advisors LLC
Jennifer Aguerrebere is a financial advisor at Greenwood Family Advisors LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Bolton Securities Corporation and Bolton Global Capital for seven years. Outside of her advisory role, she is the managing member of GDP Investment Consulting LLC, providing consulting services. Greenwood Family Advisors offers family-office-style, non-discretionary investment advisory services to a select group of high-net-worth individuals and families, including both U.S. and non-U.S. clients. The firm focuses on customized asset allocation, coordinated oversight of externally managed assets, and comprehensive financial and estate planning support.
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