HONOR FAMILY OFFICE, LLC

Overview

Honor Family Office, LLC operates as an independent RIA structured as a family office-style limited liability company that serves individual and family clients. The firm is identified as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee model combines a percentage-of-AUM component with fixed fees. Honor Family Office is not reported as an active ESG investor, and it does not identify as a multi-state adviser. Investment activity centers on discretionary portfolio management, with a clear tilt toward exchange-traded equities as the dominant public-market exposure. The firm also delegates capital to third‑party alternative investment managers and uses mutual funds, indicating a blended approach that mixes liquid public-market instruments with outsourced alternative strategies and pooled vehicles. The filing describes a preference categorized as “Other,” which, together with the family-office identity and the adviser’s stated services, suggests customized, client-specific allocations and use of separately managed accounts or tailored solutions.

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