A complete list of active advisors currently associated with Tarbox Family Office, Inc.

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

Tarbox Family Office serves high‑net‑worth individuals, trusts and estates, charitable organizations, and business entities through comprehensive financial planning and discretionary investment management. Services emphasize family-office style coordination — including multi‑generational estate planning, philanthropic advising, tax planning, and coordination with other family professionals. The firm implements an asset‑class investing approach with institutional‑grade portfolios that typically use indexed core exposures, controlled diversification, and tax‑aware management, while also permitting allocations to alternatives, interval funds, and unaffiliated private investment funds when appropriate. Portfolios are customized via an Investment Policy Statement and managed to one of four model risk/return profiles, with ongoing rebalancing and periodic reviews to address liquidity, cash‑flow, and tax objectives. Tarbox is structured as a fee‑only adviser and discloses it does not sell products or accept commissions, a practice the firm adopted early in its history. Distinctive features include a formal $5 million target for combined planning and investment engagements (subject to exception), limited service to non‑high‑net‑worth individual clients, and routine use of less‑liquid vehicles and private fund due diligence as part of its family‑office offerings.

To learn more about the advisors currently working at Tarbox Family Office, Inc., 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.