A complete list of active advisors currently associated with White Sands Family Office LLC

Warmer can help you find a great advisor at White Sands Family Office LLC or one who fits your needs even better.

White Sands Family Office is a newly registered investment adviser that provides asset management and financial planning services to individuals, high-net-worth clients, and other investment advisers, and also offers solicitor services to refer suitable prospects to other advisory firms. Its services include continuous supervision of custodial accounts, written financial plans, ongoing consulting, and recommendations of third‑party money managers. The firm describes an investment approach centered on fundamental analysis and a long‑term strategy, managing accounts under written advisory agreements with the option to trade on a discretionary basis once authorized. White Sands conducts periodic reviews of accounts and revisits financial plans throughout the year, while permitting clients to impose reasonable, case‑by‑case investment restrictions. What sets this firm apart is its explicit role in selecting and referring clients to other advisers and third‑party money managers and its disclosure that it will receive a portion of the advisory fees paid to those TPMMs, creating a potential conflict of interest that is disclosed in the brochure. The firm is also newly formed with no assets under management or active client accounts at the time of the filing, a factor prospective clients may consider when evaluating scale and operational history.

To learn more about the advisors currently working at White Sands Family Office LLC, 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.