First Family Wealth

Overview

First Family Wealth is an independent, owner-operated limited liability company that advises individual and family clients. The firm functions as a capital allocator and provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its billing combines percentage‑of‑AUM and fixed fees. First Family Wealth does not describe itself as an active ESG investor and is not identified as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives