Family Office Advisory Group

EST. AUM
$100,000,000

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1

CLIENT ACCOUNTS

Firm Details

Metro area Milwaukee
CRD Number
Website familyofficeadvisorygroup.com
Client types

Overview

Family Office Advisory Group is a boutique advisory firm that provides comprehensive family office services to high-net-worth and ultra-high-net-worth families. The firm focuses on preserving, protecting, and growing multigenerational wealth through disciplined financial oversight, estate coordination, and philanthropic strategy. Founded by an experienced family office executive, the firm operates as an embedded partner within each family’s structure—supporting financial, legal, administrative, and personal affairs with a commitment to confidentiality and integrity. Headquartered in Milwaukee, Wisconsin, Family Office Advisory Group serves clients seeking stability, transparency, and strategic guidance in managing complex financial lives.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Family Office Advisory Group

Platform Details

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