Tarbox Family Office, Inc.

Overview

Tarbox Family Office, Inc. is an independent, privately owned RIA that operates as a capital allocator for high-net-worth households and institutional clients. The firm has been SEC-registered since 1986 and provides fee-based advisory work through a mix of AUM fees, hourly billing, and fixed-fee engagements. Client services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection and oversight of outside managers. The firm’s name and client base indicate family office–style services alongside traditional RIA offerings. Tarbox is not positioned as an ESG investor and does not identify as a multi-state adviser or pension consultant. The Financial Times included the firm in its Top 300 RIA Firms list in 2020.

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Location & Offices