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Live Oak Family Offices Background & Overview Overview
Type
Family Office - Multi
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
Website:
Year Founded:
Live Oak Family Offices Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Family Office - Multi
Live Oak Family Offices Leadership & Principals
Title:
Email:
Corporate Office:
St. Petersburg, US
Live Oak Family Offices Portfolio & Notable Allocations
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