# Family Wealth Advisory Group

Family Wealth Advisory Group is a Multi Family Office based in Charlestown, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Charlestown, United States
- **Region:** North America
- **Address:** 7359 East Kemper Road, Suite A, Cincinnati, OH 45249
- **Founded:** 2002
- **Assets under management:** 335 (Altss estimate)
- **Website:** fwag.com
- **LinkedIn:** https://www.linkedin.com/company/family-wealth-advisory-group

## About

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.

## People

- Robert J. Grossheim — Owner/Lead Adviser

## 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.

## Related profiles

- [Peterhouse College (Cambridge) Endowment](https://altss.com/profile/peterhouse-college-cambridge-endowment)
- [Astoria Strategic Wealth](https://altss.com/profile/astoria-strategic-wealth)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/family-wealth-advisory-group-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology