Compound Family Offices, LLC

Compound Family Offices primarily serves ultra‑high net worth individuals and their families, as well as related trusts, estates, retirement accounts, and select charitable and business entities. It provides comprehensive family office services—including investment advisory, estate and tax coordination, philanthropy, governance, education, and consolidated reporting—generally under an asset‑based, fee‑only family office services agreement and does not offer stand‑alone financial planning.

The firm describes a collaborative, team‑based approach that coordinates multiple forms of family capital and tailors asset allocation and ongoing discretionary portfolio management to each family’s goals and risk tolerance. Compound commonly selects and monitors unaffiliated third‑party investment managers, uses quantitative and fundamental analysis, and offers strategies such as direct indexing and tax‑aware planning while providing consolidated reporting that can include non‑managed family assets.

Noteworthy features for a team firm of this size include a typical engagement threshold (families generally are expected to have a minimum of $10 million to engage the firm) and that all reported assets under management were discretionary (approximately $540.8 million as of December 31, 2025). The brochure also discloses operational arrangements and services that could affect custody or product recommendations—such as an institutional custodial relationship with Schwab (including a Schwab loan with covenants tied to client assets), the firm’s use of AI tools with opt‑out options for recordings, and assistance with securities‑backed lines of credit—which the firm identifies as conflicts it seeks to manage.