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Keystone Family Office
Keystone Family Office was established in 2017 by Mark Louis Marinzoli. The firm grew from principals’ existing tax, accounting, and advisory work.
Keystone Family Office
Keystone Family Office was established in 2017 by Mark Louis Marinzoli. The firm grew from principals’ existing tax, accounting, and advisory work. It serves affluent U.S. and international families with coordinated wealth management and reporting. The firm allocates across private credit, private equity, and real estate. It maintains exposure in North America and Europe. Keystone Premium Real Estate Fund LP operates from the same Glen Mills address. Sprink Investments LLC holds residential property in New Jersey. The team includes Robert Dotey as principal. Mark Louis Marinzoli also serves as president of Keystone Wealth Management Services Inc. No dated operational events from the last 24 months appear in available records. The structure ties directly to the principals’ accounting and advisory companies, which supply both the client base and operational backbone.
General information
Firm type
Multi Family Office
Year founded
2017
Location
Region
North America
Country
United States
City
Glen Mills
Corporate office
Glen Mills, PA, United States
Principals
Mark Louis Marinzoli
Vice President and Partner
Robert Dotey
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Keystone Family Office?
Mark Louis Marinzoli serves as vice president and partner. Robert Dotey acts as principal. Both hold roles tied to the firm’s founding principals.
Where does the underlying wealth come from?
The firm originates from wealth created by its principals’ tax, accounting, and advisory enterprises.
Does Keystone Family Office participate in fund commitments or only direct deals?
It deploys through private credit, private equity, and real estate vehicles, including Keystone Premium Real Estate Fund LP.
What geographies does Keystone Family Office cover?
The firm operates in North America and Europe.
How is Keystone Family Office related to Keystone Wealth Management Services Inc.?
Mark Louis Marinzoli is president and sole owner of Keystone Wealth Management Services Inc., which operates alongside the family office.
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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