Updated:
Katz Family Financial Advisors
Lawrence Wolfred Katz established Katz Family Financial Advisors as a multi-family office. Jacob Katz and Hannah Katz hold operational roles tied to the Katz...
Overview
Lawrence Wolfred Katz established Katz Family Financial Advisors as a multi-family office. Jacob Katz and Hannah Katz hold operational roles tied to the Katz Family Foundation Inc. and the Tran-Katz Family Foundation. The firm allocates across real estate holdings and a renewable energy portfolio confined to North America. Investment activity centers on direct real estate positions rather than fund commitments. No named portfolio companies or co-investors appear in available records. Team size and additional offices remain undisclosed. The firm lists no recent operational events from the last 24 months. Governance ties the advisory business to two family foundations without disclosed separation structures or external club memberships.
General information
Firm type
Multi Family Office
Year founded
2003
Location
Region
North America
Country
United States
City
Alexandria
Corporate office
Alexandria, United States
Principals
Lawrence Wolfred Katz
Managing Member and Founder
Jacob Katz
Financial Advisor
Hannah Katz
Director of the Katz Family Foundation
Sector focus
Frequently asked questions
Who runs investment decisions at Katz Family Financial Advisors?
Lawrence Wolfred Katz serves as managing member and founder. Jacob Katz acts as financial advisor.
Does Katz Family Financial Advisors participate in fund commitments or only direct deals?
Available records show direct real estate holdings and a renewable energy portfolio. No fund commitments are listed.
What investment stages does Katz Family Financial Advisors typically target?
No investment stage information is available from current sources.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: