# Cabot Family Office

Cabot Family Office is a Multi Family Office based in Warren, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Warren, United States
- **Region:** North America
- **Address:** 108 Main Ave SW, Suite 302B, Warren, OH 44481, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** www.cabotfamilyoffice.com
- **LinkedIn:** https://www.linkedin.com/company/cabot-family-office

## Regulatory record

- **Reports private funds:** No

## About

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.

## Offices

- Poland, Ohio, United States

## People

- Marcus Hernandez — President and Principal Advisor
- Marissa Hernandez — Family Member
- Alessandra — Client Service Associate
- Leah — Paraplanner

## 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.

### 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.

## Related profiles

- [Cabinet RP Conseil](https://altss.com/profile/cabinet-rp-conseil)
- [Cachet Group](https://altss.com/profile/cachet-group)

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Last updated: 2026-06-03T20:00:00.000Z

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