The Private Family Advisors, LLC

The Private Family Advisors, LLC serves individual and high‑net‑worth clients, along with trustees, charities and, when appropriate, corporations, providing financial planning, portfolio construction and ongoing investment management. The firm operates on a fee‑only basis and offers bundled services that coordinate investment advice with tax planning, 1040 preparation through an engaged tax preparer, and estate‑planning support.

Investment work is grounded in a Modern Portfolio Theory framework that combines active and passive strategies, and the firm provides discretionary, non‑discretionary and advisement relationships. It advises on accounts it cannot execute trades for and includes assets held under advisement in its reporting and fee base, with account reviews at least quarterly and semi‑annual client meetings.

A notable distinction is that a principal of the firm is a licensed attorney and the advisory firm contracts with an affiliated law practice for legal advice and document preparation, while the advisory entity itself does not provide legal services and encourages clients to compare counsel. The firm is a small, supported team that managed approximately $80.7 million on a discretionary basis and $1.7 million non‑discretionary as of March 30, 2024 across roughly 53 clients, which shapes its integrated approach to financial, tax and estate coordination.