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Family Wealth Strategists
Family Wealth Strategists is a registered investment advisor offering life-centered financial advising. A Family Wealth Strategist begins with the client's...
Family Wealth Strategists
Family Wealth Strategists is a registered investment advisor offering life-centered financial advising. A Family Wealth Strategist begins with the client's life, then builds the financial strategy around it. The firm delivers four integrated services: life-centered financial planning, disciplined investment management, tax and estate coordination, and family conversations and impact. It stays intentionally small and deeply personal.
General information
Firm type
Multi Family Office
Year founded
2025
Location
Region
North America
Country
United States
City
Newport Beach
Principals
Jeff Olsen
Founder
Jeff Olsen
AIF® — Accredited Investment Fiduciary
Goli Olsen
Client Care & Family Coordination Specialist
Sector focus
Frequently asked questions
Who are the principals running Family Wealth Strategists?
The firm's leadership biographies are not publicly disclosed. Multi-family offices of this profile are frequently founder-led by an experienced wealth advisor, tax attorney, or former private banker who built the practice around a core group of client families. Without public filings or press coverage, the named owners and key investment decision-makers remain unconfirmed.
How does Family Wealth Strategists source and serve its client families?
The firm's deliberately low public profile — no marketing website, no LinkedIn presence, no press coverage — points to an exclusively referral-driven client acquisition model. This is common among boutique MFOs serving a tight network of ultra-high-net-worth households who value absolute discretion and personalized service over brand visibility.
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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