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Live Oak Family Offices LLC Overview
Type
Family Office - Multi
General Information
Live Oak Family Offices LLC is a multi-family office headquartered in St. Petersburg, United States. Founded in 2003, the firm offers affluent families integrated portfolio management, estate planning, asset protection, cost control, financial education, and philanthropic advisory services while coordinating with legal and tax professionals. It manages capital across public and private markets to preserve and grow multigenerational wealth—delivering disciplined, evergreen planning and investment oversight.
Contact Information
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
Corporate Office:
888 Executive Center Dr. W. Suite 101, St. Petersburg, FL 33702
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