THE PRIVATE FAMILY ADVISORS, LLC

Overview

The Private Family Advisors, LLC is an independent registered investment adviser that serves high-net-worth individuals and families. The firm combines financial planning and portfolio management for individuals and small businesses with a practice of selecting third-party advisers and managers on clients’ behalf. Its business activities include law-firm affiliations, which suggests a closer integration of legal and wealth-management work for clients who need estate, tax, or trust coordination. Investment emphasis is equity‑centric: the firm favors exchange‑traded equities and separately managed account structures to deliver customized equity exposure. As a capital allocator, the firm brings in outside managers and third‑party strategies where appropriate, and it charges clients through a mix of percentage‑of‑AUM and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices