Multi-Family OfficeRIA · CRD 127335SEC-Registered

Updated:

Family CFO

Jane S. Murphy established Family CFO to deliver coordinated financial services to several families from its Saratoga Springs base. The firm maintains a second...

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Family CFO

Jane S. Murphy established Family CFO to deliver coordinated financial services to several families from its Saratoga Springs base. The firm maintains a second office in New York City. Murphy serves as Managing Member and Chief Compliance Officer while Heather Micati acts as Associate. Family CFO allocates across private equity, real estate, private credit, hedge funds, and infrastructure. It also deploys capital into early-stage, growth, and mature opportunities in FinTech, PropTech, and Energy Transition & Renewables. Geographic reach covers North America, Europe, Asia, and Africa. The firm uses direct co-investments, SPVs, and fund-of-funds vehicles. The team numbers two named professionals. No additional offices beyond Saratoga Springs and New York City appear in public records. Family CFO holds membership in the New York State Bar Association and the SPAC Action Council. The firm operates as a registered multi-family office without an external fund product or public LP vehicle. Governance centers on Murphy's dual role as founder and compliance officer.

General information

Firm type

Multi Family Office

Year founded

2021

Location

Region

North America

Country

United States

City

Saratoga Springs

Corporate office

130 Excelsior Ave, Suite 202, Saratoga Springs, NY 12866, United States

Additional offices

New York, NY, United States

Principals

Jane S. Murphy

Founder, Managing Member, Chief Compliance Officer, and Attorney

Heather Micati

Business Partner, Associate

Sector focus

FinTechReal EstateEnergy Transition & RenewablesHealthcare ServicesPropTech

Frequently asked questions

Who runs investment decisions at Family CFO?

Jane S. Murphy serves as Founder, Managing Member, and Chief Compliance Officer. Heather Micati supports as Associate.

Does Family CFO participate in fund commitments or only direct deals?

The firm uses both direct co-investments and SPVs as well as fund-of-funds commitments.

What investment stages does Family CFO typically target?

Family CFO covers early stage, growth, and mature opportunities.

Which sectors does Family CFO focus on?

Confirmed focuses include FinTech, Real Estate, Energy Transition & Renewables, Healthcare Services, and PropTech.

Where does Family CFO maintain offices?

Headquarters sit in Saratoga Springs, New York, with an additional office in New York City.

Is Family CFO structured as a single family office or multi-family office?

Family CFO operates as a multi-family office serving multiple client families.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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