# Katz Family Financial Advisors

Katz Family Financial Advisors is a Multi Family Office based in Alexandria, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Alexandria, United States
- **Region:** North America
- **Address:** Alexandria, United States
- **Founded:** 2003
- **Assets under management:** 106 (Altss estimate)
- **Website:** katzfamilyfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/katz-family-financial

## Regulatory record

- **CRD number:** 133600
- **SEC file number:** 801-81034
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-26T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133600

## About

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.

## Sectors

- Real Estate

## People

- Lawrence Wolfred Katz — Managing Member and Founder
- Jacob Katz — Financial Advisor
- Hannah Katz — Director of the Katz Family Foundation

## 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.

## Related profiles

- [NZ Growth Capital Partners](https://altss.com/profile/nz-growth-capital-partners)
- [Capital Prev](https://altss.com/profile/capital-prev)

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

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

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