Innovative Family Office LLC

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Client assets under management

$65,815,282

Clients

276

5% high-net worth

Advisors

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$238,461

About

Innovative Family Office LLC provides family office and discretionary portfolio management services primarily to high‑net‑worth families, individuals, trusts, estates, and other entities, and typically accepts clients who meet “Qualified Client” thresholds. Its family office offering centers on coordinating the family’s broader advisory team and delivering services such as consolidated reporting, estate and philanthropic planning, income tax planning, trust administration assistance, and financial education.

The firm describes a team‑based, holistic approach that integrates information management with outside professionals (accountants, attorneys, insurance advisors) to develop customized investment strategies aligned with each client’s objectives and liquidity needs. Portfolios are generally managed on a discretionary basis, monitored and rebalanced over time, and the firm may employ a wide range of instruments and vehicles — including alternative and private pooled investments, tax‑efficient structures, options, margin, and sub‑advised strategies — depending on client suitability.

Distinctive features for a firm of this size include an uncommon multi‑office footprint (seven offices) and formal affiliations with other investment advisers and sponsored pooled vehicles, most notably an affiliated manager and the Innovative Funds, which the firm may recommend to clients and for which separate management or performance arrangements may apply. The brochure also discloses operational arrangements and controls that set it apart from many peers — such as custodial relationships with Charles Schwab and Digital Trust, use of TEF‑linked managed accounts and related funds, engagement of sub‑advisor/solicitor relationships, and policies intended to address resulting conflicts of interest.

Client services

Portfolio management Family office services

Expertise

Wealth management Tax-loss harvesting Charitable giving & philanthropy Business exit / sale strategy Concentrated stock management

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$0+: Up to 1.50% annually (negotiable, may be tiered or fixed fee) $0+: 1.00% annually for investments in Unaffiliated Private Funds

Other

Account minimum: $1,100,000 Fee-only: Annual fee based on a percentage of assets under management, negotiable, generally up to 1.50%

Main office location

Innovative Family Office LLC

361 Route 202

Somers NY 10589, United States

Number of offices

Most active in

New Jersey · New York · South Carolina

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

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.

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 (914) 427-8036

Advisors at this firm

Cory S

Series 63

Somers, NY

Innovative Family Office LLC

Cory Slovik is a financial advisor at Innovative Family Office LLC with 21 years of industry experience. He holds a Series 63 designation and has worked at Empire Asset Management Company, Empire Financial Management Company, PHX Financial, Inc., and Broadstreet Family Office LLC. He is also licensed as an insurance agent but only practices in that capacity upon specific client request. Innovative Family Office LLC provides holistic family office services and discretionary portfolio management to high-net-worth families, individuals, trusts, and estates. The firm offers customized investment strategies within the context of clients’ overall family balance sheets and coordinates closely with external tax, legal, and insurance advisors.

Wealth management Tax-loss harvesting Charitable giving & philanthropy Business exit / sale strategy Concentrated stock management Founder/Business Owner Executive

Lincoln D

Series 63, Series 65

Melville, NY

Innovative Family Office LLC

Lincoln Dacosta is a financial advisor with Innovative Family Office LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Broadstreet Family Office LLC, Wells Fargo Advisors Financial Network, and J.P. Morgan Securities. Outside of his advisory work, he serves as a notary in New York. Innovative Family Office LLC provides holistic family office services and discretionary portfolio management to high-net-worth clients, offering customized investment strategies coordinated with external tax, legal, and insurance advisors. The firm operates a multi-office model, serving families, individuals, trusts, and estates with comprehensive planning and asset management.

Wealth management Tax-loss harvesting Charitable giving & philanthropy Business exit / sale strategy Concentrated stock management Founder/Business Owner Executive

Paul P

Series 63, Series 66

Woodmere, NY

Innovative Family Office LLC

Paul Plesser is a financial advisor at Innovative Family Office LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Broadstreet Family Office LLC, Broadstreet Insurance Agency, Mass Mutual Investors Services, MassMutual Life Insurance Co., and Commonwealth Bank of Australia. He is a partner at P&J Plesser LLC, an LLC created for managing business finances. Innovative Family Office LLC provides holistic family office services and discretionary portfolio management to high-net-worth families, individuals, trusts, estates, and other entities. The firm builds customized investment strategies tailored to each client’s overall family balance sheet and risk profile, coordinating closely with external tax, legal, and insurance advisors.

Wealth management Tax-loss harvesting Charitable giving & philanthropy Business exit / sale strategy Concentrated stock management Founder/Business Owner Executive

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