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Cabot Family Office
Cabot Family Office was established in 2019 by Marcus Hernandez, a former NCAA hockey player. It functions as a multi-family office delivering advisory...
Cabot Family Office
Cabot Family Office was established in 2019 by Marcus Hernandez, a former NCAA hockey player. It functions as a multi-family office delivering advisory services across several client families in Northeast Ohio. The firm addresses wealth management, retirement planning, estate and legacy planning, tax strategies, charitable giving, and business succession. It coordinates with external legal and tax professionals during liquidity events such as business sales. Services extend to private foundation setup for clients donating appreciated assets. Operations remain confined to North America. Marcus Hernandez leads the team alongside Marissa Hernandez, Alessandra, and Leah. The firm maintains an office in the Huntington Bank Building and uses eMoney Advisor software for client planning. No operational events from the past 24 months appear in public records. The structure centers on direct advisory relationships rather than external fund vehicles, with the founder maintaining oversight of all client mandates.
General information
Firm type
Multi Family Office
Year founded
2019
Location
Region
North America
Country
United States
City
Warren
Corporate office
108 Main Ave SW, Suite 302B, Warren, OH 44481, United States
Additional offices
Poland, Ohio, United States
Principals
Marcus Hernandez
President and Principal Advisor
Marissa Hernandez
Family Member
Alessandra
Client Service Associate
Leah
Paraplanner
Frequently asked questions
Who runs investment decisions at Cabot Family Office?
Marcus Hernandez serves as President and Principal Advisor. He oversees portfolio management and financial strategy for client families.
Does Cabot Family Office participate in fund commitments or only direct deals?
The firm focuses on direct advisory services including portfolio construction and succession planning. No external fund commitments are disclosed.
How is Cabot Family Office related to Foundation Fuente De Amor?
Marissa Hernandez participates in Foundation Fuente De Amor. The foundation appears as a philanthropic vehicle connected to the founding family.
What investment stages does Cabot Family Office typically target?
The firm addresses retirement, estate transition, and business succession for high-net-worth clients. No specific stage focus such as venture or growth equity is stated.
Where does the underlying wealth come from?
Wealth sources for client families are not publicly disclosed. The firm serves multiple high-net-worth families through centralized planning.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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