Live Oak Family Offices LLC
Live Oak Family Offices LLC is a multi-family office headquartered in St. Petersburg, United States.
Live Oak Family Offices LLC
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.
General information
Firm type
Multi Family Office
Year founded
2003
AUM
—
Location
Region
North America
Country
—
City
St. Petersburg
Corporate office
888 Executive Center Dr. W. Suite 101, St. Petersburg, FL 33702
Frequently asked questions
What is Live Oak Family Offices LLC?
Live Oak Family Offices LLC is a multi family office headquartered in St. Petersburg.
When was Live Oak Family Offices LLC founded?
Live Oak Family Offices LLC was founded in 2003.
Where is Live Oak Family Offices LLC headquartered?
Live Oak Family Offices LLC is headquartered in St. Petersburg, in the North America region.
What does Altss track for Live Oak Family Offices LLC?
Altss maintains an OSINT-verified profile of Live Oak Family Offices LLC 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 Live Oak Family Offices LLC's website?
Live Oak Family Offices LLC's public website is www.lofollc.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Live Oak Family Offices LLC?
Live Oak Family Offices LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Live Oak Family Offices LLC?
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 Live Oak Family Offices LLC?
Live Oak Family Offices LLC'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.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss 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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