# Greenwood Family Advisors

Greenwood Family Advisors is a Multi Family Office based in Atlanta, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Founded:** 2021
- **Assets under management:** 327 (Altss estimate)
- **LinkedIn:** https://linkedin.com/company/greenwood-family-advisors

## Regulatory record

- **CRD number:** 327470
- **SEC file number:** 801-122671
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327470

## About

Greenwood Family Advisors functions as a multi-family office based in Miami. Carlos Anllo II and Nicolás Suárez-Inclán, both former J.P. Morgan executives, established the firm. It supplies tailored wealth management focused on investment oversight and intergenerational capital preservation. The office deploys capital through private equity and private credit. Confirmed focuses include buyouts in healthcare services and biotech. Activity remains limited to North America. No specific portfolio companies or co-investors appear in available records. The firm lists three principals and maintains two Miami properties. Carlos Anllo II serves on the Palmer Trinity School Board of Trustees. Philanthropic support extends to the Miami Music Project. No operational events from the last 24 months are recorded. Governance centers on the three named principals and their separate consulting entities. No external fund vehicles or club memberships beyond the school board are disclosed.

## Sectors

- Healthcare Services
- Private Equity
- Private Credit
- Biotech

## People

- Carlos Anllo II — Managing Director and CCO
- Nicolás Suárez-Inclán — Partner
- Jennifer Aguerrebere — Partner and Investment Advisor

## Questions

### Who runs investment decisions at Greenwood Family Advisors?

Carlos Anllo II holds the role of Managing Director and CCO. Nicolás Suárez-Inclán serves as Partner. Jennifer Aguerrebere acts as Partner and Investment Advisor.

### What asset classes does Greenwood Family Advisors use?

The firm deploys through private equity and private credit. Focus areas include buyouts in healthcare services and biotech.

### Where does Greenwood Family Advisors invest geographically?

All confirmed activity occurs in North America.

### What is the background of the founders?

Carlos Anllo II and Nicolás Suárez-Inclán previously worked at J.P. Morgan. Jennifer Aguerrebere manages GDP Investment Consulting LLC.

## Related profiles

- [Family Capital Management](https://altss.com/profile/family-capital-management)
- [Legacy Bridge](https://altss.com/profile/legacy-bridge)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/greenwood-family-advisors

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