Family Wealth Consulting Group
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.
Family Wealth Consulting Group
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.
General information
Firm type
Multi Family Office
Year founded
2003
AUM
—
Location
Region
North America
Country
—
City
San Jose
Corporate office
—
Frequently asked questions
What is Family Wealth Consulting Group?
Family Wealth Consulting Group is a multi family office headquartered in San Jose.
When was Family Wealth Consulting Group founded?
Family Wealth Consulting Group was founded in 2003.
Where is Family Wealth Consulting Group headquartered?
Family Wealth Consulting Group is headquartered in San Jose, in the North America region.
What does Altss track for Family Wealth Consulting Group?
Altss maintains an OSINT-verified profile of Family Wealth Consulting Group 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 Consulting Group's website?
Family Wealth Consulting Group's public website is www.fwcgfunds.net. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Family Wealth Consulting Group?
Family Wealth Consulting Group is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Family Wealth Consulting Group?
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 Consulting Group?
Family Wealth Consulting Group'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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