# Family Wealth Consultants

Family Wealth Consultants is a Multi Family Office based in San Jose, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Jose, United States
- **Region:** North America
- **Address:** Oklahoma City, OK, United States
- **Founded:** 1982
- **Assets under management:** Undisclosed
- **Website:** familywealthconsultants.net

## Regulatory record

- **CRD number:** 128494
- **SEC file number:** 801-126223
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128494

## About

FAMILY WEALTH CONSULTANTS, INC. is an SEC-registered investment adviser in SAN JOSE, CA. The firm manages approximately $17 million in regulatory assets. It has 3 employees and 2 investment advisers.

## People

- Kendall W. Cochran — Principal

## Questions

### Who runs investment decisions at Family Wealth Consultants?

Kendall W. Cochran serves as principal, maintaining direct responsibility for portfolio construction and client relationships. The firm operates without a named investment committee or research department that is publicly disclosed. All investment decisions appear to flow through the principal with input from clients' external tax and legal advisors.

### Does Family Wealth Consultants participate in fund commitments or only direct securities?

The firm builds portfolios from individual securities and third-party exchange-traded funds through independent custodians. It does not participate in private fund commitments, venture capital, direct private company deals, or club-coinvestment structures. The practice remains traditional securities-focused advisory.

### What investment approach does Family Wealth Consultants take with tax-sensitive clients?

The firm layers municipal bond selection, qualified-account distribution sequencing, and asset-location strategies over a base equity and fixed-income allocation. Oklahoma's state tax code makes these tax-aware elements especially material for in-state clients holding taxable bond positions or managing required minimum distributions.

### What is the firm's posture on co-investments alongside external GPs?

Family Wealth Consultants does not maintain a co-investment program or invite clients into pooled private investment vehicles. The firm's public record shows no participation in alternative-asset co-investment deals, GP-led secondaries, or direct private equity syndications.

### Does Family Wealth Consultants have a defined succession plan?

No succession plan or next-generation leadership team has been publicly disclosed. The firm remains structured around Kendall Cochran's principal oversight, which creates concentrated key-person risk and makes the continuity of client relationships after his eventual departure an open question for the families served.

### How is Family Wealth Consultants compensated?

The firm operates on a fee-only advisory basis, with compensation derived from a percentage of assets under management. No commission-based product sales or proprietary fund revenue are identified in its public disclosures. The specific fee schedule is not published.

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Last updated: 2026-07-06T01:24:16.359Z

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