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SAGE ADVICE FINANCIAL LLC
Sage Advice Financial was founded in 2001 by Michael Zeuner and Jeffrey Schwartz, two seasoned financial professionals who built the firm around a...
SAGE ADVICE FINANCIAL LLC
Sage Advice Financial was founded in 2001 by Michael Zeuner and Jeffrey Schwartz, two seasoned financial professionals who built the firm around a multi-family office model serving entrepreneurial and multigenerational families. The firm keeps a low public profile, with no disclosed wealth origin tied to a single family branch. The investment strategy spans several asset classes, including real estate, private credit, hedge funds, infrastructure, and energy transition and renewables. The firm focuses on direct co-investments and structured deals alongside families, often partnering with external operating partners for property and infrastructure projects. Portfolio company names are not publicly confirmed, but the firm's known preference is for income-generating assets and risk-mitigated positions. Sage Advice Financial operates from New York City, its only confirmed office. The firm has not disclosed its total number of professionals or assets under management. A notable recent development is the firm's increased activity in energy transition and renewables, as observed by industry sources in 2024–2025. The firm's structural differentiator is its multi-family office architecture, which pools capital from multiple families into shared investment vehicles, providing access to deals typically reserved for larger institutions. This model allows smaller family offices to participate in direct investments and co-investments with lower minimums.
General information
Firm type
Multi Family Office
Year founded
2001
AUM
$500M–$1B (Altss estimate)
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Michael Zeuner
Managing Partner
Jeffrey Schwartz
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Sage Advice Financial?
Investment decisions are led by managing partners Michael Zeuner and Jeffrey Schwartz, who have overseen the firm's multi-family office structure since its 2001 founding. Their team evaluates direct deals and co-investments across real estate, credit, and hedge funds.
How does Sage Advice Financial source proprietary deal flow?
The firm sources deals through its network of family clients and external operating partners, particularly in real estate and infrastructure. By aggregating capital from multiple families, it gains access to co-investment opportunities that might otherwise require larger commitments.
Is Sage Advice Financial structured as a single family office or a multi-family office?
Sage Advice Financial operates as a multi-family office, managing wealth for a network of families rather than a single family. This structure differentiates it from traditional single-family offices, allowing shared access to investments and operational resources.
Does Sage Advice Financial participate in fund commitments or only direct deals?
The firm engages in both fund commitments and direct deals. It allocates to hedge funds and private credit funds while also pursuing direct co-investments in real estate and infrastructure projects alongside its family clients.
What investment stages does Sage Advice Financial typically target?
The firm targets late-stage and income-generating assets, including stabilized real estate, infrastructure projects, and credit investments. It generally avoids early-stage venture capital.
Where does the underlying wealth at Sage Advice Financial come from?
The wealth origin of the families served by Sage Advice Financial is not publicly disclosed. The firm maintains client confidentiality.
What is known about Sage Advice Financial's recent activity?
In 2024, the firm increased its focus on energy transition and renewables, reflecting a broader shift toward sustainable infrastructure. The specific deals or allocations have not been publicly detailed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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