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Leo Wealth Family Office
Leo Wealth Family Office manages $1.05B for families across North America and Asia with integrated tax and investment services.
Leo Wealth Family Office
Leo Wealth Family Office was formed in 2021 through the merger of LeoGroup, The Capital Company and BFT Financial Group. The resulting multi-family office provides integrated wealth solutions to affluent families. The firm deploys capital across Commodities, Digital Assets, Hedge Funds, Private Credit and Real Estate. It maintains exposure to FinTech and Healthcare Services and applies technology focus in AI/ML and Cybersecurity. Activity spans North America and Asia. AUM stands at an estimated 1050 million USD. The firm holds SEC and SFC licenses for cross-border advisory. Governance combines investment management with tax and estate functions under one regulated entity.
General information
Firm type
Multi Family Office
Year founded
2021
AUM
1050 (Altss estimate)
Location
Region
North America
Country
United States
City
Iselin
Corporate office
Iselin, NJ, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Leo Wealth Family Office?
No named principals or CIO appear in available records.
Does Leo Wealth Family Office participate in fund commitments or only direct deals?
The firm allocates to Hedge Funds and Private Credit alongside direct alternatives.
What investment stages does Leo Wealth Family Office typically target?
Records show no stage-specific mandate beyond alternatives and public-market exposure.
Where does the underlying wealth come from?
Wealth origin is not publicly attributed to any specific family or founder.
How is Leo Wealth Family Office related to its predecessor entities?
It was formed in 2021 through the merger of LeoGroup, The Capital Company and BFT Financial Group.
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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