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Live Oak Family Offices
Live Oak Family Offices LLC was founded in 2003 as a multi-family office. It provides integrated services that include financial education and coordination...
Live Oak Family Offices
Live Oak Family Offices LLC was founded in 2003 as a multi-family office. It provides integrated services that include financial education and coordination with external legal and tax advisors. The firm deploys capital through direct co-investments, SPVs, fund-of-funds, private equity, real estate, and natural resources. Confirmed focuses span ClimateTech, Digital Health, Healthcare Services, Industrial Tech, and Mobility & Transportation. Activity covers Seed and Series A stages primarily in North America. No recent operational events from the last 24 months appear in available records. Team size and additional offices remain undisclosed. The structure centers on evergreen oversight that combines investment execution with ongoing family governance and mission-related investing.
General information
Firm type
Multi Family Office
Year founded
2003
Location
Region
North America
Country
United States
City
Wilmington
Corporate office
St. Petersburg, FL, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Live Oak Family Offices?
No named principals or CIO appear in public records. Investment oversight integrates with estate and philanthropic advisory.
Does Live Oak Family Offices participate in fund commitments or only direct deals?
The firm uses both fund-of-funds commitments and direct co-investments or SPVs.
What investment stages does Live Oak Family Offices typically target?
Activity centers on Seed and Series A rounds alongside later-stage private equity and real assets.
Where does the underlying wealth come from?
Wealth origin for client families is not publicly disclosed.
What is Live Oak Family Offices known posture on co-investments alongside external GPs?
Direct co-investments form part of the documented strategy mix.
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