FOUNDERS FAMILY OFFICE

Overview

Founders Family Office operates as an independent registered investment adviser that functions like a small family office and capital allocator for a handful of high‑net‑worth individuals and families. The firm’s primary work is portfolio management for individuals and small businesses and the selection and oversight of third‑party advisers. Fee arrangements include a percentage of AUM, fixed fees and other fee structures. Founders Family Office favors public equities as its principal allocation but also builds exposure to private and liquid alternative strategies through external managers. The adviser is not positioned as an active ESG investor. A notable operational characteristic is that essentially all client assets are managed on a non‑discretionary basis, which indicates an advisory model that retains client trading authority while providing customized investment planning and manager selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices