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Cabot Family Office Overview
Type
Multi Family Office
Year Founded
2019
General Information
Cabot Family Office is a multi-family office headquartered in Warren, United States. Founded in 2019, it oversees investment advisory and financial planning services for multiple high-net-worth families, integrating portfolio management, estate structures, tax strategies, and philanthropic coordination through a centralized team led by founder and principal advisor Marcus Hernandez. The firm leverages analytical planning tools to align capital with intergenerational objectives—delivering comprehensive wealth management and estate planning.
Contact Information
Website:
https://www.cabotfamilyoffice.com/
Year Founded:
2019
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
108 Main Avenue Southwest, Warren, OH, USA
Portfolio & Notable Allocations
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