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Family Wealth Consulting Group Overview
Type
Multi Family Office
Year Founded
2003
General Information
Family Wealth Consulting Group is a multi-family office headquartered in San Jose. Founded in 2003, the firm serves affluent families with a range of advisory and administrative solutions tailored to complex financial needs. Its team provides investment oversight, estate planning, and strategic guidance to help clients preserve and grow wealth across generations—supports families with integrated wealth management and fiduciary services.
Contact Information
Website:
https://www.fwcgfunds.net
Year Founded:
2003
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
San Jose, United States
Portfolio & Notable Allocations
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