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Live Oak Family Offices Overview
Type
Multi Family Office
General Information
Live Oak Family Offices is a multi-family office headquartered in St. Petersburg. The firm provides comprehensive wealth management and advisory services to affluent families, supporting their investment, estate planning, and philanthropic objectives. With a focus on long-term client relationships and tailored solutions, Live Oak Family Offices integrates financial oversight with strategic planning—enables families to preserve and grow their wealth across generations.
Contact Information
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
St. Petersburg, United States
Portfolio & Notable Allocations
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