Updated:
Tanglewood Family Office
Tanglewood Family Office was established in 2005 by Andrea Olsen-Condon after prior roles at Neuberger Berman, Messier & Messier Financial Advisors, and...
Tanglewood Family Office
Tanglewood Family Office was established in 2005 by Andrea Olsen-Condon after prior roles at Neuberger Berman, Messier & Messier Financial Advisors, and Prometheus Advisors. The firm provides multi-family office services that include investment management, tax planning, and succession strategies for a small number of client families. Andrea Olsen-Condon personally manages each client portfolio on a fee-based platform through LPL Financial. The approach emphasizes asset allocation tailored to individual financial needs and risk tolerance. Services extend to lifestyle administration handled in part by Assistant Director Chere Conner. The firm lists no public positions in specific companies or funds and restricts securities business to residents of California, Colorado, Louisiana, Massachusetts, New York, and Texas. Tanglewood maintains its headquarters at 245 West Ledge Stone Drive in Fredericksburg and participates in the Fredericksburg Chamber of Commerce and Fredericksburg Art Guild. No additional offices or adjacent vehicles such as foundations are disclosed. No operational events from the last 24 months appear in available records.
General information
Firm type
Multi Family Office
Year founded
2005
Location
Region
North America
Country
United States
City
Fredericksburg
Corporate office
245 West Ledge Stone Drive Suite 200, Fredericksburg, TX 78624, United States
Principals
Andrea Olsen-Condon
Founder, President, and Chief Investment Officer
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
Book a demoSector focus
Frequently asked questions
Who runs investment decisions at Tanglewood Family Office?
Andrea Olsen-Condon serves as Founder, President, and Chief Investment Officer and personally manages every client portfolio through LPL Financial.
Is Tanglewood Family Office structured as a single family office or multi-family office?
Tanglewood operates as a multi-family office that serves a limited number of client families rather than a single family.
Does Tanglewood Family Office participate in fund commitments or only direct deals?
Public materials do not disclose participation in fund commitments, direct co-investments, or specific deal structures.
Where does the underlying wealth come from?
The firm traces its wealth origin to long-standing private investment management without naming a specific family or operating company.
What investment stages does Tanglewood Family Office typically target?
No specific investment stages or asset classes are named in available disclosures beyond individualized portfolio management for high-net-worth families.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: