# Family Financial Planning

Family Financial Planning is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 313066
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313066

## About

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.

## 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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Last updated: 2026-07-06T01:24:16.258Z

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