Profile Preview — Altss
Live Oak Family Offices LLC Overview
Type
Multi Family Office
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:
Multi Family Office
Leadership & Principals
Corporate Office:
888 Executive Center Dr. W. Suite 101, St. Petersburg, FL 33702
Portfolio & Notable Allocations
Altss Insights
Need institutional-grade insight on family offices?
Altss delivers:
- • Live OSINT deal alerts
- • Allocation history by asset class
- • Principals with verified direct contacts
Prefer a guided tour?
We’ll walk you through:
- • Interactive funding timelines
- • Custom mandate & allocation filters