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Family Wealth Advisory Group
Family Wealth Advisory Group was established in 2002 by Robert J. Grossheim. The firm operates as a multi-family office serving high-net-worth clients in the...
Family Wealth Advisory Group
Family Wealth Advisory Group was established in 2002 by Robert J. Grossheim. The firm operates as a multi-family office serving high-net-worth clients in the Midwest. The firm provides financial planning, investment management, and wealth-transfer services. It maintains membership in the Cincinnati Estate Planning Council and the Financial Planning Association. Geographic focus remains North America. The firm reported $335 million in assets as of December 2024. It supports The Children's Home, a Cincinnati nonprofit focused on behavioral health and education services, with documented donations in 2013.
General information
Firm type
Multi Family Office
Year founded
2002
Location
Region
North America
Country
United States
City
Charlestown
Corporate office
7359 East Kemper Road, Suite A, Cincinnati, OH 45249
Principals
Robert J. Grossheim
Owner/Lead Adviser
Frequently asked questions
Who runs investment decisions at Family Wealth Advisory Group?
Robert J. Grossheim serves as Owner and Lead Adviser. He oversees client portfolios and coordinates tax and estate strategies.
How is Family Wealth Advisory Group structured?
It operates as a multi-family office advising multiple affluent families rather than a single family. Services include consolidated reporting across asset classes.
Does Family Wealth Advisory Group participate in fund commitments or direct deals?
Public records show no specific fund commitments or direct investments. The firm focuses on advisory services for client portfolios.
Where does the underlying wealth come from?
Wealth origin is not publicly disclosed beyond service to affluent families in the Cincinnati area.
Does Family Wealth Advisory Group maintain philanthropic structures?
The firm has supported The Children's Home in Cincinnati since at least 2013, with focus on children's behavioral health and education.
Profile maintained by Altss 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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