Dunedin, FL Office

Knight Family Wealth provides discretionary and non-discretionary portfolio management, financial planning, advisory consulting, and family office and wealth planning services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations and business entities. The firm offers family office and wealth planning through a digitized subscription platform designed to organize family documentation, governance, consolidated reporting and succession planning.

The firm tailors advice to clients’ objectives and risk tolerances and frequently implements strategies using sub‑advisers or third‑party money managers and model portfolios, retaining authority to hire and fire those sub‑advisers and to monitor their performance. Its listed investable vehicles include ETFs, mutual funds, equities, REITs, private placements and variable life insurance, and the brochure discloses potential allocations to funds or strategies (for example, leveraged/inverse ETFs or funds that borrow) and to third‑party managers whose strategies can involve borrowing or derivatives.

Noteworthy distinctions include the firm’s affiliation with pooled investment vehicles and holding companies — an affiliated entity is disclosed as manager of a pooled vehicle (Fresh Stack Partners) and the principals hold interests in other investment holding entities — and the firm’s advisors are licensed insurance agents who may earn commissions on insurance sales. The brochure also describes sizable family office onboarding and subscription pricing (initial setup/onboarding fees of $10,000–$125,000 and annual fees negotiated up to $250,000), arrangements and affiliated‑investment relationships that create conflicts of interest the firm discloses and manages.