Family CFO Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$285,994,734
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
50
78% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
50
TypicalAverage account size
$5,719,895
About
Family CFO provides personalized, fee-only financial planning and discretionary investment management to individuals (including high-net-worth clients), trusts, estates, charitable organizations, small businesses and retirement plans. The firm does not accept commissions or sell commissioned products and delivers advice through asset management agreements, financial planning engagements and occasional hourly work.
The firm’s investment approach emphasizes strategic asset allocation and diversification, using low-cost mutual funds and ETFs (predominantly passive strategies) and periodic reassessment of client risk profiles, with quarterly portfolio reviews. It accepts limited discretionary trading authority, coordinates tax and estate planning with outside professionals, and may engage independent managers for portions of client portfolios.
Family CFO manages roughly $289 million in client assets, an amount large relative to peers of similar size, and uses that scale to offer institutional-style services such as due diligence and ongoing administration for exchange funds and private fund commitments, management of private fund cash flows, and integration of private investments into consolidated performance and risk reporting. The firm operates as a fee-only fiduciary, maintains a written succession agreement with another registered adviser for continuity, and generally avoids market timing and individual stock recommendations.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Wealth management
Tax-loss harvesting
Charitable giving tax strategies
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.40%
$500 per hour for limited scope financial planning engagements and follow-on implementation work
Account minimum: $2,000,000 Minimum fee: $4,500 per quarter (may be waived at advisor's discretion) Fee-only: Financial planning fees range from $5,000 to $10,000; hourly planning engagements at $500/hour
Main office location
Family CFO Inc
Los Altos CA, United States
Number of offices
2
Most active in
Family CFO Inc has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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