FAMILY WEALTH CONSULTANTS, INC.

Overview

Family Wealth Consultants, Inc. is a small, independent registered investment adviser that acts as a capital allocator and manager of pooled investment vehicles. Registered with the SEC in 2022, the firm targets institutional clients and runs both discretionary portfolio management for individuals/small businesses and management roles for pooled vehicles. It operates as an adviser and sponsor/GP/manager for pooled funds, which aligns with its use of performance-based fee arrangements alongside standard percentage-of-AUM billing. Investment activity is concentrated and hands-on: the adviser sponsors two pooled funds and uses external third-party managers for alternative exposure, with a clear emphasis on real estate allocations. The firm is not an active ESG investor. Its setup and fee mix indicate a willingness to use performance-linked structures in private pools while maintaining traditional advisory relationships for core allocations.

Assets & Accounts

Investments & Alternatives

Location & Offices