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Compass Financial Family Office Overview
Type
Family Office - Multi
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
Website:
Year Founded:
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
Corporate Office:
Deerfield Beach, FL, United States
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