A complete list of active advisors currently associated with The Family Offices Global Ventures Inc.
Warmer can help you find a great advisor at The Family Offices Global Ventures Inc. or one who fits your needs even better.
The firm provides investment advisory services to individuals, high-net-worth clients, family offices, small businesses and institutional clients primarily by recommending and monitoring third‑party money managers and sub‑advisors through separately managed account programs. The firm’s Form ADV notes that it currently structures client relationships around referrals and TPAM-managed SMA solutions rather than direct in‑house discretionary trading, and reported $0 in discretionary and non‑discretionary assets as of January 3, 2025. The Family Offices Global evaluates client objectives and risk profiles and then recommends TPAMs or model portfolios that the firm says are designed to mitigate downside risk and provide consistency over time; the selected TPAM typically has discretionary trading authority and the client signs a direct agreement with that manager. The firm monitors TPAM performance, assists clients with suitability determinations, and discloses that certain compensation (including performance fees for qualified clients and revenue‑share/referral payments) flows through the TPAMs and to the firm. Noteworthy for a firm of this type, the brochure discloses that the firm’s investment adviser representatives may also be registered representatives of a FINRA broker‑dealer (FNEX Capital), allowing the offer of commission‑based products alongside advisory services and creating potential conflicts of interest that the firm discloses. The firm also emphasizes formal selection and referral arrangements with other advisers and named third‑party managers (for example, Axiom Capital, Morgan Stanley Wealth Management, AllianceBernstein, Altar Rock, and Summit Trail), and it recently changed from an SEC‑registered to state‑registered adviser — all items investors may weigh when comparing it with peers.
To learn more about the advisors currently working at The Family Offices Global Ventures Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Miami, FL
| 2
|
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