Multi Family Office

Leo Wealth Family Office

Leo Wealth Family Office is a multi-family office headquartered in Iselin, United States. Founded in 2021 through the merger of LeoGroup, The Capital Company and BFT Financial Group, the firm oversees investment management, international tax, estate planning...

Leo Wealth Family Office

Leo Wealth Family Office

Leo Wealth Family Office is a multi-family office headquartered in Iselin, United States. Founded in 2021 through the merger of LeoGroup, The Capital Company and BFT Financial Group, the firm oversees investment management, international tax, estate planning and alternative asset allocation for affluent families across North America and Asia, providing regulatory oversight under SEC and SFC licenses—advises global clients on integrated cross-border wealth solutions.

General information

Firm type

Multi Family Office

Year founded

2023

AUM

Location

Region

North America

Country

City

Houston

Corporate office

1 Riverway Suite 1700, Houston, TX 77056

Frequently asked questions

What is Leo Wealth Family Office?

Leo Wealth Family Office is a multi family office headquartered in Houston.

When was Leo Wealth Family Office founded?

Leo Wealth Family Office was founded in 2023.

Where is Leo Wealth Family Office headquartered?

Leo Wealth Family Office is headquartered in Houston, in the North America region.

What does Altss track for Leo Wealth Family Office?

Altss maintains an OSINT-verified profile of Leo Wealth Family Office covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Leo Wealth Family Office's website?

Leo Wealth Family Office's public website is leowealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Leo Wealth Family Office?

Leo Wealth Family Office is classified by Altss as a Multi Family Office within the North America region.

How does Altss source intelligence on Leo Wealth Family Office?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for Leo Wealth Family Office?

Leo Wealth Family Office's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.

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