Compound Family Offices, LLC

Compound Family Offices, LLC is a registered investment adviser based in Sarasota, FL, established in 2018. The firm specializes in offering family office services to ultra-high net worth individuals, families, trusts, estates, retirement accounts, charitable organizations, and corporations. Their services include financial planning, investment advice, estate planning, tax planning, philanthropy, education, risk management, asset protection, and more. Compound provides discretionary portfolio management services, where they make investment decisions based on client objectives. They offer stand-alone planning services at an hourly fee of up to $650. The firm charges an annual asset-based fee ranging from 0.25% to 1.00% based on a blended tier schedule. Compound does not accept performance-based fees or engage in side-by-side management. They do not compensate third parties for client referrals and do not have physical custody of client funds. The firm has adopted a Code of Ethics and maintains confidentiality of client information. Compound does not have any financial commitments impairing its ability to meet client obligations. They prioritize client privacy and comply with the Gramm-Leach-Bliley Act. For more information, clients can contact the Chief Compliance Officer at (941) 556-9154 or [email protected].