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Compound Family Offices LLC Background & Overview Overview
Type
Multi-Family Office
General Information
Compound Family Offices LLC is a multi-family office headquartered in Sarasota. The firm provides comprehensive wealth management and advisory services to affluent families, focusing on investment management, estate planning, and intergenerational wealth transfer. By aligning strategies with clients’ long-term objectives, Compound Family Offices LLC addresses complex financial needs—supports families in preserving and growing capital across generations.
Contact Information
Website:
Year Founded:
Compound Family Offices LLC Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi-Family Office
Compound Family Offices LLC Leadership & Principals
Title:
Email:
Corporate Office:
Sarasota, United States
Compound Family Offices LLC Portfolio & Notable Allocations
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