Family Wealth Advisory Group, LLC
Family Wealth Advisory Group, LLC is a multi-family office headquartered in Cincinnati. Founded in 2002 , the firm advises affluent families on comprehensive financial planning, investment management, and multi-generational wealth transfer.

Family Wealth Advisory Group, LLC
Family Wealth Advisory Group, LLC is a multi-family office headquartered in Cincinnati. Founded in 2002 , the firm advises affluent families on comprehensive financial planning, investment management, and multi-generational wealth transfer. Its team aligns portfolios with client goals, coordinates tax and estate strategies, and oversees consolidated reporting across liquid and illiquid assets—delivering integrated advisory support for long-term capital preservation.
General information
Firm type
Multi Family Office
Year founded
2002
AUM
—
Location
Region
North America
Country
—
City
Cincinnati
Corporate office
7359 East Kemper Road, Suite A, Cincinnati, OH 45249
Frequently asked questions
What is Family Wealth Advisory Group, LLC?
Family Wealth Advisory Group, LLC is a multi family office headquartered in Cincinnati.
When was Family Wealth Advisory Group, LLC founded?
Family Wealth Advisory Group, LLC was founded in 2002.
Where is Family Wealth Advisory Group, LLC headquartered?
Family Wealth Advisory Group, LLC is headquartered in Cincinnati, in the North America region.
What does Altss track for Family Wealth Advisory Group, LLC?
Altss maintains an OSINT-verified profile of Family Wealth Advisory Group, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Family Wealth Advisory Group, LLC's website?
Family Wealth Advisory Group, LLC's public website is fwag.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Family Wealth Advisory Group, LLC?
Family Wealth Advisory Group, LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Family Wealth Advisory Group, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Family Wealth Advisory Group, LLC?
Family Wealth Advisory Group, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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