Greenwood Family Advisors LLC

Greenwood Family Advisors provides family-office-style, non-discretionary investment advisory services to a select group of high‑net‑worth individuals, families, and related entities, serving both U.S.-domiciled and non‑U.S.-domiciled clients. Services include ongoing portfolio management and supervisory oversight of assets held across multiple custodians or external advisors, consolidated reporting, and ad‑hoc financial planning and estate‑planning assessments.

The firm manages approximately $327.1 million in assets on a non‑discretionary basis and requires client consent before implementing recommendations, while also assisting with manager selection and monitoring third‑party managed account programs. Its approach emphasizes customized asset allocation, cash‑flow and capital sufficiency analysis, sourcing and due diligence on investment opportunities, and coordination with philanthropy and other external service providers.

Compared with many peers, Greenwood serves a significant non‑U.S. client base and operates with a very small client roster (about 15 clients) and substantial assets under advisement (roughly $91.5 million), reflecting a role that aggregates and supervises externally held assets rather than exercising discretionary trading authority. The firm’s practice of providing consolidated oversight, family education, and coordination among multiple financial intermediaries distinguishes its service model from more traditional discretionary managers.