Single Family OfficeRIA · CRD 157777SEC-Registered

Updated:

Family Tree Wealth Advisors

Troy S. Martin III directs capital for the Martin family's three-generation Lansing real estate fortune through Family Tree Wealth Advisors.

Family Tree Wealth Advisors

FAMILY TREE WEALTH ADVISORS, LLC is an SEC-registered investment adviser in MT JULIET, TN. The firm manages $12 million in regulatory assets under management, $12 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Principals

Troy S . Martin , III

CEO & Chairman

Sector focus

Real Estate

Frequently asked questions

How does Family Tree Wealth Advisors relate to Martin Commercial Properties?

Family Tree Wealth Advisors is the investment and wealth management entity for the Martin family, whose wealth originates from Martin Commercial Properties — a Lansing, Michigan-based commercial real estate development and management firm. The operating company continues to function actively under family management, while Family Tree Wealth Advisors handles capital deployment and asset allocation across the family's broader holdings. The two entities are structurally linked through shared principals and a common balance sheet, rather than operating as fully independent organizations.

What is Family Tree Wealth Advisors' investment strategy?

The strategy is anchored in direct commercial real estate ownership and development, concentrated in Michigan with a particular focus on the Lansing market where the Martin family's operational expertise is deepest. The firm invests across property types including office, retail, and industrial assets. While real estate is the primary focus, the family office evaluates fund commitments and co-investment opportunities that complement its existing portfolio and operational knowledge.

Who makes investment decisions at the firm?

Troy S. Martin III, as CEO and Chairman, is the named principal overseeing investment decisions. The governance structure is typical of an embedded family office — decisions flow through the same principals who manage the operating real estate business, rather than through a separate investment committee or third-party allocator. This keeps the decision-making chain short and directly tied to the family's balance sheet.

Where does the underlying wealth come from?

The Martin family wealth was built through three generations of commercial real estate development and property management in Lansing, Michigan. Martin Commercial Properties, the operating company, remains the core asset and primary source of family liquidity. The transition to a formalized family office structure represents an evolution from purely operational real estate investing into broader wealth management and capital deployment.

Does Family Tree Wealth Advisors invest outside of Michigan?

The firm's primary geographic concentration is Michigan, with the deepest operational presence in the Lansing market. Any investments outside this region would likely occur through fund commitments or co-investment partnerships with local operators in other markets, rather than through direct property acquisition or development where the family lacks proprietary operational knowledge. The geographic posture follows the classic family-office pattern of staying close to assets the principals understand firsthand.

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