Independent Family Office, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Fixed annual retainer fee, negotiable
Minimum fee: Fixed annual fee up to $1,149,105 billed quarterly in advance, negotiable
Main office
677 Broadway, 7th Floor
Albany NY 12207
Advisors at this office
3
Most active in
Massachusetts · New York
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.
Quick links
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.
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.
Viju R
Series 66
Albany, NY
Independent Family Office, LLC
Viju Rajan is a financial advisor at Independent Family Office, LLC in Albany, NY, with 6 years of industry experience. He holds the Series 66 designation and has been with Independent Family Office, LLC since 2012. 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. The firm offers tailored financial planning combined with discretionary portfolio management, utilizing fundamental and technical analysis along with various investment strategies, while emphasizing non-investment family office functions.
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