Independent Family Office, LLC

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Client assets under management

$760,100,086

Clients

100% high-net-worth

Advisors

of 19 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

Very Low

Average account size

$17,676,746

About

Independent Family Office, LLC provides wealth management and comprehensive family-office services to high net worth individuals, their families, affiliated entities, and certain charitable entities. Offerings include discretionary portfolio management, financial planning, tax preparation and compliance, bill‑paying and payroll support, trust accounting, estate and charitable planning, and the selection and oversight of other advisors.

The firm combines tailored financial planning with investment supervisory services and may allocate assets to independent managers based on client objectives. Its stated investment toolkit includes fundamental and technical analysis and the use of options and other derivatives, short sales, margin borrowing, and allocations to hedge funds and private equity when appropriate, with periodic portfolio reviews and reporting.

Notable distinctions include managing roughly $760 million in client assets while operating with a compact advisory team, a structure that results in unusually high assets per advisor. IFO also emphasizes non‑investment family office functions—reporting that more than 75% of its activities are non‑investment services—and on a limited basis serves as trustee, co‑conservator, or signatory for client accounts, with attendant surprise examination procedures for custody.

Client services

Financial planning Portfolio management Selection of other advisers Reporting

Expertise

Wealth management

Fee options

Fixed

Fixed annual retainer fee, negotiable

Other

Minimum fee: Fixed annual fee up to $1,149,105 billed quarterly in advance, negotiable

Main office location

Independent Family Office, LLC

677 Broadway, 7 Th Floor

Albany NY 12207, United States

Number of offices

Most active in

Massachusetts · New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 518-452-8050

Advisors at this firm

Christopher A

CFA®, Series 66

Albany, NY

Independent Family Office, LLC

Christopher Avino is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He has worked at Independent Family Office, LLC since 2021 and previously held roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America U.S. Trust. Independent Family Office, LLC serves high net worth individuals, families, related entities, and certain charitable organizations by providing a range of family-office and wealth management services. The firm customizes investment programs using fundamental and technical analysis and offers a broad set of strategies, focusing primarily on non-investment family office functions.

Wealth management

William R

Series 63, Series 65

Albany, NY

Independent Family Office, LLC

William Reickert is a financial advisor with Independent Family Office, LLC in Albany, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. He has served on the Board of Directors for Kaspien Holdings, Inc. since 2016, providing financial and investment expertise. Independent Family Office, LLC serves high net worth individuals, families, related entities, and charitable organizations by offering a range of family-office and wealth management services tailored to client objectives. The firm employs a variety of investment strategies and manages approximately $618 million in discretionary assets across a focused client base.

Wealth management

Viju R

Series 66

Albany, NY

Independent Family Office, LLC

Viju Rajan is a financial advisor at Independent Family Office, LLC in Albany, NY, holding a Series 66 designation with five years of industry experience. He has been with Independent Family Office since 2012. Independent Family Office, LLC serves high net worth individuals, families, related entities, and certain charitable organizations by providing comprehensive family-office and wealth management services, including investment advice, trust accounting, estate and tax planning, and administrative support. The firm customizes investment programs using fundamental and technical analysis and employs a broad range of strategies and instruments, managing approximately $618 million in discretionary assets across a focused client base.

Wealth management

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