A complete list of active advisors currently associated with Independent Family Office, LLC

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

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.

To learn more about the advisors currently working at Independent Family Office, LLC, 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.