# Family Wealth Strategists

Family Wealth Strategists is a Multi Family Office based in Newport Beach, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Newport Beach, United States
- **Region:** North America
- **Founded:** 2025
- **Assets under management:** Undisclosed
- **Website:** familywealthstrategists.com

## Regulatory record

- **CRD number:** 340841
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340841

## About

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.

## Sectors

- Wealth Management
- Estate Planning
- Tax Strategy
- Investment Advisory

## People

- Jeff Olsen — Founder
- Jeff Olsen — AIF® — Accredited Investment Fiduciary
- Goli Olsen — Client Care & Family Coordination Specialist

## 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.

## Related profiles

- [F&F Family Office](https://altss.com/profile/fandf-family-office)

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Last updated: 2026-08-11T15:06:42.396Z

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