Activ8 Family Office LLC

Activ8 Family Office focuses on the financial needs of professional athletes and their related families, trusts, estates, retirement vehicles, and businesses, delivering a Holistic Client Management Program that includes financial planning, investment management, cash management, and tax services. The firm also sponsors and advises private funds (notably the OFS Private Markets Fund I) and makes use of outsourced platforms and programs in delivering investment solutions.

Investment management is primarily delivered through third‑party manager allocations and an OCIO/TAMP relationship (including Dynasty and Dynasty Wealth Management’s OCIO offerings and third‑party managers), with portfolios that may employ active and passive strategies, alternatives, private investments, and ESG screens as appropriate to client objectives. The firm tailors its services to each client’s career stage and risk profile, monitors TPMMs, and supplements investment advice with in‑house or retained tax preparation and cash‑management arrangements (City National Bank).

Several features distinguish Activ8 from many team advisory firms: it concentrates on a defined client niche rather than a broad base of high‑net‑worth or general individual clients, it participates in private‑markets fund management with affiliated structures (via Lonsdale and related Opto entities) that can involve carried interest and warehouse arrangements, and its representatives are licensed to sell insurance products (earning commissions) while the firm also maintains operational relationships with multiple external platforms and service providers. The firm’s use of client login access and check‑writing/bill‑pay services (and the resulting custody considerations) further differentiates its operational model from many peers.