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Family Wealth Consulting Group
Craig L. Martin launched the firm in 2003. It functions as a multi-family office providing investment oversight, estate planning, and fiduciary services to...
Family Wealth Consulting Group
Craig L. Martin launched the firm in 2003. It functions as a multi-family office providing investment oversight, estate planning, and fiduciary services to multiple client families. The firm allocates across private equity, private credit, real estate, and digital assets. Confirmed holdings include Dakota Ridge Apartments in Williston, North Dakota, and Broadmark Real Estate Loan Fund. It also runs a Lease to Own Program and a Managed Futures Fund. All activity remains within North America. Craig Martin maintains a 14-year membership at Keiretsu Forum where he instructs at the academy. The firm lists three named professionals. Craig L. Martin serves as Founder and President while Hilary Martin acts as partner. Peggy Martin supports advisory services. No additional offices appear in records. The firm holds membership in the Financial Planning Association. Craig Martin’s long-term Keiretsu Forum role supplies the primary external sourcing channel. The structure centers on integrated wealth management for client families rather than a single originating fortune.
General information
Firm type
Multi Family Office
Year founded
2003
Location
Region
North America
Country
United States
City
Las Vegas
Corporate office
San Jose, United States
Principals
Craig L. Martin
Founder and President
Hilary Martin
Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Family Wealth Consulting Group?
Craig L. Martin serves as Founder and President. Hilary Martin acts as partner. Decisions flow through this small team structure.
Does Family Wealth Consulting Group participate in fund commitments or only direct deals?
The firm uses direct co-investments and SPVs. It also holds positions in funds such as Broadmark Real Estate Loan Fund and a Managed Futures Fund.
What investment stages does Family Wealth Consulting Group typically target?
The firm targets startup stage opportunities. It maintains exposure to private equity and infrastructure as well.
Where does the underlying wealth come from?
No specific family wealth origin is publicly disclosed. The firm serves multiple affluent client families.
How is Family Wealth Consulting Group related to Keiretsu Forum?
Craig L. Martin has been a member for 14 years and teaches at Keiretsu Academy. The relationship supports deal sourcing.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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