Who We Are

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Stewards of wealth since 2006

120 years

Combined Team Experience

Founded on integrity and innovation, Fifth Avenue Family Office assists high-net-worth families with the complexities of their financial and personal lives. We address financial fitness, core values, governance and legacy planning in a highly collaborative and confidential setting.

Our relationships with client families begin with a comprehensive review of financial assets and human resources. Families are served directly by our senior management team who coordinates tailored solutions internally and with expert partners.

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Philosophy

Our philosophy is to put you and your family’s hopes, dreams and desires at the center of everything we do. This brings peace of mind in knowing a dedicated team is acting on your behalf, across your entire net worth.

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Why a multi-family office?

After spending much of a lifetime building businesses, many successful entrepreneurs are thrust into a whole new world upon accomplishing a life changing liquidity event. Many questions can arise, making it the ideal time to explore the benefits of the multi-family office model.

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Its coordinated, holistic approach helps you establish more control of your entire net worth and enjoy a broader range of family support services.

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The costs are significantly lower than those of running a single-family office, with the benefits far outweighing traditional wealth management.

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For those with substantial, complex wealth and several generations involved, it helps remove the additional stress and challenges of legacy planning and family governance.

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As your single point of contact, it can support you in a broad range of financial, business and strategic issues and represent your family in many external situations.