Updated:
Invictus Advisory Group
Invictus Advisory Group is a multi-family office in San Francisco serving wealthy families with wealth management and estate planning.
Invictus Advisory Group
Invictus Advisory Group is a multi-family office based in San Francisco, with founding details and principal leadership remaining private. The firm likely emerged from the growing demand for independent family office services among West Coast entrepreneurs. Its positioning suggests a focus on wealth preservation and tax-efficient strategies. The firm's service model centers on multi-family office administration, including investment oversight, estate planning, and philanthropic coordination. It does not publicly identify specific asset-class allocations or portfolio companies, but typical multi-family offices in this region allocate across public equities, private equity, real estate, and fixed income. Geographic focus appears to be domestic, primarily serving U.S.-based families. Team size and additional offices are undisclosed. Invictus Advisory Group may operate related structures such as separate philanthropic foundations or family trusts, but no such vehicles are named in public records. No recent operational events are verifiable from available sources. The firm's structural differentiator is its role as a multi-family office rather than a single-family office, allowing it to pool resources across multiple wealthy families. This model provides cost efficiencies and broader investment access, but the lack of public data limits further differentiation.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Invictus Advisory Group?
Invictus Advisory Group does not publicly identify its principals or investment committee. Firms in this category typically have a board or executive team composed of family representatives and external advisors, but no names are confirmed in public records.
Is Invictus Advisory Group structured as a single family office or does it operate more like a wealth management firm?
Invictus Advisory Group operates as a multi-family office, serving multiple unrelated families rather than a single family. This structure distinguishes it from single-family offices by pooling services and investment access across clients.
What investment stages or asset classes does Invictus Advisory Group typically target?
Public information does not detail specific asset-class targets. Multi-family offices generally allocate across a mix of public equities, private equity, real estate, and fixed income, but Invictus Advisory Group has not disclosed its strategy.
Does Invictus Advisory Group maintain philanthropic structures?
No separate philanthropic structure is named in public records. Multi-family offices often advise on charitable giving but may not operate a dedicated foundation.
Where does the underlying wealth at Invictus Advisory Group come from?
The wealth origin of client families is not publicly disclosed. Given the San Francisco headquarters, the firm likely serves families with wealth from technology, professional services, or entrepreneurial ventures, but this is not confirmed.
Is Invictus Advisory Group involved in direct investments or co-investments?
There is no public evidence that Invictus Advisory Group engages in direct or co-investments. Its role appears to focus on advisory and administrative services rather than principal investments.
How does Invictus Advisory Group source proprietary deal flow?
No information is publicly available regarding deal flow sourcing. Multi-family offices typically rely on external fund managers and network-based referrals rather than proprietary 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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: