Independent Family Office, LLC

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Client assets under management

$760,100,086

Clients

100% high-net worth

Advisors

of 19 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Very Low

Average account size

$17,676,746

About

Independent Family Office, LLC serves high‑net‑worth individuals, their families, related entities and certain charitable organizations, providing wealth management, investment supervisory services and a range of family‑office functions. Its offerings include discretionary portfolio management, comprehensive financial planning, income tax preparation, bill paying, payroll, trust accounting and coordination of other advisers.

The firm tailors investment programs to each client’s objectives and uses fundamental and technical analysis, due diligence on independent managers, and periodic reviews to monitor performance. Its investment strategies can include listed securities, options, hedge funds and private equity, and — atypically for peers — the firm may use derivatives and short‑term borrowing/margin within separately managed accounts.

Compared with similar team firms, IFO manages roughly $760 million across a small client base (resulting in an unusually high level of assets per adviser) and reports that more than 75% of its activity is non‑investment family‑office work. The firm also provides limited custodial roles for some clients (acting as trustee, co‑conservator and signatory on checking accounts), maintains an institutional custody relationship for trading and reporting infrastructure, and is subject to independent surprise examinations of those custody arrangements.

Client services

Financial planning Portfolio management Selection of other advisers Reporting

Expertise

Wealth management Income planning General estate planning guidance Charitable giving & philanthropy

Fee options

Fixed

Annual fixed retainer fee up to $1,149,105 billed quarterly in advance; negotiable

Other

Minimum fee: Annual fixed retainer fee up to $1,149,105 billed quarterly in advance; fees may be negotiated

Main office location

Independent Family Office, LLC

677 Broadway, 7 Th Floor

Albany NY 12207, United States

Number of offices

Most active in

Massachusetts · New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 518-452-8050

Advisors at this firm

Christopher A

CFA®, Series 66

Albany, NY

Independent Family Office, LLC

Christopher Avino is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He has worked at Independent Family Office, LLC since 2021 and previously held roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America U.S. Trust. Independent Family Office, LLC serves high net worth individuals, families, related entities, and certain charitable organizations by providing a range of family-office and wealth management services. The firm customizes investment programs using fundamental and technical analysis and offers a broad set of strategies, focusing primarily on non-investment family office functions.

Wealth management Income planning General estate planning guidance Charitable giving & philanthropy

William R

Series 63, Series 65

Albany, NY

Independent Family Office, LLC

William Reickert is a financial advisor with Independent Family Office, LLC in Albany, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. He has served on the Board of Directors for Kaspien Holdings, Inc. since 2016, providing financial and investment expertise. Independent Family Office, LLC serves high net worth individuals, families, related entities, and charitable organizations by offering a range of family-office and wealth management services tailored to client objectives. The firm employs a variety of investment strategies and manages approximately $618 million in discretionary assets across a focused client base.

Wealth management Income planning General estate planning guidance Charitable giving & philanthropy

Viju R

Series 66

Albany, NY

Independent Family Office, LLC

Viju Rajan is a financial advisor at Independent Family Office, LLC in Albany, NY, holding a Series 66 designation with five years of industry experience. He has been with Independent Family Office since 2012. Independent Family Office, LLC serves high net worth individuals, families, related entities, and certain charitable organizations by providing comprehensive family-office and wealth management services, including investment advice, trust accounting, estate and tax planning, and administrative support. The firm customizes investment programs using fundamental and technical analysis and employs a broad range of strategies and instruments, managing approximately $618 million in discretionary assets across a focused client base.

Wealth management Income planning General estate planning guidance Charitable giving & philanthropy

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