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Compass Financial Family Office Overview
Type
Multi Family Office
General Information
Compass Financial Family Office is a multi-family office headquartered in Deerfield Beach, United States. Founded in 1961, the firm originated from an independent wealth management practice and now coordinates investment advisory, financial planning, and estate services for affluent families, trusts, and foundations. Combining disciplined portfolio management with holistic advice, it aligns multi-generational objectives through tailored strategies across public markets, tax, and philanthropic planning.
Contact Information
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Deerfield Beach, FL, United States
Portfolio & Notable Allocations
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