Family Wealth Advisors

Family Wealth Advisors serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and retirement plans, managing approximately $44.4 million in discretionary assets for about 91 clients. The firm provides written financial planning and discretionary portfolio management and, in addition to advisory services, operates an affiliated real estate brokerage and participates in private real estate syndications.

Investment advice is delivered through five proprietary Target Return model portfolios (6%–10% target returns) built with no‑load mutual funds and ETFs and implemented using specialist institutional managers; custodial and execution services are handled through third‑party custodians and the firm commonly operates with discretionary trading authority. The firm also integrates non‑public pooled real estate investments—structured and offered through affiliated entities—as an alternative to publicly traded real estate options.

What distinguishes the firm from most peers is the combination of a small two‑advisor advisory practice with active principal ownership of affiliated real estate businesses (including a licensed brokerage and sponsor/manager interests in a syndicated mobile home park), arrangements the brochure discloses may involve real estate commissions, equity compensation and potential conflicts of interest when clients are solicited to invest. The firm documents policies for addressing those conflicts and for heightened oversight of senior and vulnerable clients, reflecting its dual role as both advisor and participant in pooled real estate investments.