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

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

Innovative Family Office LLC provides family office and discretionary portfolio management services primarily to high‑net‑worth families, individuals, trusts, estates, and other entities, and typically accepts clients who meet “Qualified Client” thresholds. Its family office offering centers on coordinating the family’s broader advisory team and delivering services such as consolidated reporting, estate and philanthropic planning, income tax planning, trust administration assistance, and financial education. The firm describes a team‑based, holistic approach that integrates information management with outside professionals (accountants, attorneys, insurance advisors) to develop customized investment strategies aligned with each client’s objectives and liquidity needs. Portfolios are generally managed on a discretionary basis, monitored and rebalanced over time, and the firm may employ a wide range of instruments and vehicles — including alternative and private pooled investments, tax‑efficient structures, options, margin, and sub‑advised strategies — depending on client suitability. Distinctive features for a firm of this size include an uncommon multi‑office footprint (seven offices) and formal affiliations with other investment advisers and sponsored pooled vehicles, most notably an affiliated manager and the Innovative Funds, which the firm may recommend to clients and for which separate management or performance arrangements may apply. The brochure also discloses operational arrangements and controls that set it apart from many peers — such as custodial relationships with Charles Schwab and Digital Trust, use of TEF‑linked managed accounts and related funds, engagement of sub‑advisor/solicitor relationships, and policies intended to address resulting conflicts of interest.

To learn more about the advisors currently working at Innovative 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.