Noblehouse Family Office, LLC

Noblehouse Family Office, LLC provides multi-family-office and wealth management services to high-net-worth and ultra-high-net-worth individuals, families, business owners, trusts, and other entities, supplying investment management, holistic financial planning, private-market access, estate and tax coordination, philanthropic planning, and concierge/legacy services. The firm also acts as a co-advisor through a third‑party portfolio manager and offers ERISA 3(21) retirement-plan advisory services for qualified employer plans.

The firm uses a core-satellite investment framework that combines public-market exposures with alternative and private-market allocations and applies tax-aware techniques such as direct indexing and asset-location discipline. It delivers both discretionary and non‑discretionary management and provides financial planning in either project-based (fixed or hourly) engagements or ongoing maintenance formats, with separate arrangements for third‑party managed programs.

Distinctive features noted in the brochure include the principal’s role as a licensed insurance agent who offers insurance products in addition to advisory services, the explicit pension‑consulting (3(21)) retirement-plan offering, and the operation of educational seminars and campus workshops that may carry registration fees. The firm is newly established, is structured to share fees and incentive arrangements with its co-advisor relationship, and is led by a single founder who is identified as the firm’s primary supervised person.