The Private Family Advisors, LLC logo

The Private Family Advisors, LLC

Updated today

Client AUM

$82,396,133

Clients

53

Advisors

2

of 2 employees

About

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.

Client services

Financial planning Portfolio management Selection of other advisers
We coordinate and contract for legal services and tax preparation services with licensed and authorized providers.

Expertise

Wealth management General tax planning General estate planning guidance

Occupation focus

Attorney Founder/Business Owner

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Fee options

Percentage

$0 - $500,000: 1.0% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.65% $3,000,001+: 0.50%

Other

Account minimum: $5,000 Minimum fee: Minimum annual fee of $5,000, may be waived in certain situations Fee-only: Yes, firm is fee-only investment advisor

Main office

2001 S. Big Bend Blvd

St. Louis MO 63117

Advisors at this office

2

Most active in

Missouri

Also doing business as

The Private Family Advisors, LLC · Zitko Financial Services, LLC · Zitkovigil, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Eduardo V

CFP®, Series 63, Series 66

St. Louis, MO

The Private Family Advisors, LLC

Eduardo Vigil is a CFP® certificant with 19 years of experience in financial advisory. He is currently with The Private Family Advisors, LLC and has previously worked at Zitko Financial Services, LLC and Argent Capital Management LLC. The Private Family Advisors, LLC serves primarily individual and high-net-worth clients, offering financial planning and portfolio management with a focus on long-term asset allocation based on Modern Portfolio Theory. The firm combines passive and active strategies with an emphasis on cost control and integrates legal and tax service coordination alongside investment management.

Wealth management General tax planning General estate planning guidance Attorney Founder/Business Owner
user avatar

Gregory Z

Series 65, Series 66

St. Louis, MO

The Private Family Advisors, LLC

Gregory Zitko is a financial advisor with The Private Family Advisors, LLC, holding Series 65 and Series 66 credentials and bringing 13 years of industry experience. He previously worked at Waddell & Reed from 1999 to 2003 and has been the sole owner of The Zitko Law Firm, LLC since 2016. The Private Family Advisors, LLC provides financial planning, portfolio construction, and investment management services primarily for individual and high-net-worth clients, trustees, and charities. The firm integrates investment advice with tax and estate planning, operating on a fee-only basis and using a Modern Portfolio Theory framework that combines active and passive strategies.

Wealth management General tax planning General estate planning guidance Attorney Founder/Business Owner
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