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Compound Family Office Overview

Type

Multi Family Office

Year Founded

2018

General Information

Compound Family Office is a multi-family office headquartered in Sarasota, United States. Founded in 2018, the firm traces its wealth origin to the accounting and investment management careers of co-founders Scott Gurr, CPA, and Erik C. Popham, CFA. It offers integrated wealth planning, discretionary portfolio management, and access to private equity and real estate opportunities for ultra-high-net-worth families and related entities.

Contact Information

Website:
https://compoundplanning.com/

Year Founded:
2018

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
San Francisco, FL, United States

Portfolio & Notable Allocations


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