The Family Offices Global Ventures Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides investment advisory services to individuals, high-net-worth clients, family offices, small businesses and institutional clients primarily by recommending and monitoring third‑party money managers and sub‑advisors through separately managed account programs. The firm’s Form ADV notes that it currently structures client relationships around referrals and TPAM-managed SMA solutions rather than direct in‑house discretionary trading, and reported $0 in discretionary and non‑discretionary assets as of January 3, 2025.
The Family Offices Global evaluates client objectives and risk profiles and then recommends TPAMs or model portfolios that the firm says are designed to mitigate downside risk and provide consistency over time; the selected TPAM typically has discretionary trading authority and the client signs a direct agreement with that manager. The firm monitors TPAM performance, assists clients with suitability determinations, and discloses that certain compensation (including performance fees for qualified clients and revenue‑share/referral payments) flows through the TPAMs and to the firm.
Noteworthy for a firm of this type, the brochure discloses that the firm’s investment adviser representatives may also be registered representatives of a FINRA broker‑dealer (FNEX Capital), allowing the offer of commission‑based products alongside advisory services and creating potential conflicts of interest that the firm discloses. The firm also emphasizes formal selection and referral arrangements with other advisers and named third‑party managers (for example, Axiom Capital, Morgan Stanley Wealth Management, AllianceBernstein, Altar Rock, and Summit Trail), and it recently changed from an SEC‑registered to state‑registered adviser — all items investors may weigh when comparing it with peers.
Client services
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Occupation focus
Founder/Business Owner
Fee options
Up to 30% performance fee on capital gains for Qualified Clients (those with $1,000,000 under management or net worth of $2,100,000); paid quarterly or monthly, billed in advance or arrears; subject to high-water mark.
Account minimum: $1,000,000
Main office location
The Family Offices Global Ventures Inc.
100 Biscayne Blvd, Suite 1209
Miami FL 33132, United States
Number of offices
2
Most active in
The Family Offices Global Ventures Inc. has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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