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InnoVise Family Wealth Advisors
InnoVise Family Wealth Advisors was founded in 2020 by Justin Shofler, Brian Weiner and Michael Winn. The firm advises entrepreneurs and affluent families on...
InnoVise Family Wealth Advisors
InnoVise Family Wealth Advisors was founded in 2020 by Justin Shofler, Brian Weiner and Michael Winn. The firm advises entrepreneurs and affluent families on portfolio construction, exit planning and governance. Its Los Angeles base anchors operations across North America, Europe and South America. The firm allocates across direct co-investments, real estate, private credit and philanthropic vehicles. Confirmed positions include Doroni Aerospace. It maintains exposure to index ETFs such as SPY and IVV alongside single-name holdings in AAPL, MSFT and NVDA. Geographic reach extends to South America and Europe through the same direct and SPV channels used in North America. The structure favors customized mandates over pooled fund commitments. The team includes Chief Operating Officer Michael Pagano. InnoVise maintains relationships with custodians Fidelity and Charles Schwab plus managed-account platforms from BNY Mellon and Adhesion Wealth. In 2024 co-founder Brian Weiner launched Family Office Resource Group. The firm participates in YPO and Family Office Exchange events. InnoVise operates with a minority stake held by Sanctuary Wealth since 2021. This relationship supplies platform infrastructure while preserving independent sourcing of private transactions for its client families.
General information
Firm type
Multi Family Office
Year founded
2020
Location
Region
North America
Country
United States
City
Los Angeles
Corporate office
10100 Santa Monica Blvd. Suite 925 Los Angeles, CA 90067
Principals
Justin Shofler
Managing Partner and CEO
Brian Weiner
Co-Founder
Michael Winn
Co-Founder
Michael Pagano
Chief Operating Officer
Sector focus
Frequently asked questions
Who runs investment decisions at InnoVise Family Wealth Advisors?
Justin Shofler serves as Managing Partner and CEO. Michael Pagano acts as Chief Operating Officer. The firm draws on the founding partners' combined experience in investment management and estate planning.
Does InnoVise participate in fund commitments or only direct deals?
The firm executes direct co-investments and SPVs. It also holds public equity positions through managed platforms. Portfolio records show exposure to Doroni Aerospace alongside ETF holdings.
What investment stages does InnoVise typically target?
The firm sources private transactions across growth and established companies. It maintains allocations in real estate and private credit alongside public market exposure.
How is InnoVise related to Sanctuary Wealth?
Sanctuary Wealth acquired a minority stake in InnoVise in 2021. The relationship provides platform services while InnoVise retains independent client mandates.
Where does InnoVise maintain geographic exposure?
The firm operates from Los Angeles with confirmed activity in North America, Europe and South America. Direct co-investments and real estate holdings reflect this footprint.
Does InnoVise maintain philanthropic structures?
Brian Weiner co-founded the Citizens' Empowerment Center in Israel. Michael Winn supports the Ted Roy Foundation. These vehicles operate separately from client investment mandates.
What asset classes appear in InnoVise portfolios?
Holdings include direct co-investments, real estate, private credit and public equities. Confirmed names include Doroni Aerospace and positions in SPY, IVV and major technology stocks.
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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