Class Vi Family Office, LLC

Class VI Family Office, LLC, part of the Class VI family of companies, is a Registered Investment Adviser established in 2016 by David Tolson and Chris Younger. The firm specializes in providing consultative and holistic wealth planning solutions to business owners, executives, and entrepreneurs before, during, and after significant liquidity events involving privately held businesses and assets. They offer discretionary and non-discretionary investment management services based on a percentage of assets under management or a flat dollar arrangement. The firm primarily allocates client assets among mutual funds, ETFs, and individual securities based on client objectives. Class VI Family Office encourages clients to engage in the wealth planning process to design and manage investment portfolios tailored to their needs. The firm also offers consulting services on specific financial topics. Clients must maintain assets with a qualified custodian, with Charles Schwab & Co., Inc. recommended. Class VI Family Office does not charge performance-based fees, acts as a fiduciary, and does not vote proxies on clients' behalf. The firm does not have any disciplinary history and has no financial conditions that could impair its ability to meet client commitments. As of December 31, 2024, the firm managed over $1.19 billion in regulatory assets under management. Clients are encouraged to review account statements and reports provided by the firm and custodian for accuracy.