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Family Financial Planning
FAMILY FINANCIAL PLANNING, LLC is a state-registered investment adviser in CORTLAND, OH. The firm manages approximately $41 million in regulatory assets.
Overview
FAMILY FINANCIAL PLANNING, LLC is a state-registered investment adviser in CORTLAND, OH. The firm manages approximately $41 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Does Family Financial Planning participate in fund commitments or only direct deals?
Public information does not specify the firm's investment vehicle preferences. Multi-family offices often engage in both fund commitments and direct co-investments, but Family Financial Planning's specific approach is not disclosed.
Which sectors does Family Financial Planning explicitly avoid?
The firm does not publicly disclose any sector exclusion lists. Investment preferences are determined on a client-by-client basis, without mandated avoidance of any particular sector.
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