Council Family Office
Overview
Council Family Office is a multi-family office based in Metairie, Louisiana, providing personalized wealth management services to high-net-worth individuals, families, and businesses. Their team comprises financial advisors, attorneys, tax professionals, and investment experts, offering tailored solutions to optimize and simplify the complexities of wealth. They are affiliated with Independent Advisor Alliance, a registered investment adviser, which allows them to focus solely on financial planning, asset management, and delivering exceptional service to their clients. The firm's investment approach is comprehensive, encompassing various asset classes such as fixed income, private equity, real estate, and venture capital. They cater to a wide range of investment stages, including seed, early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. Their geographical focus is primarily on the United States, reflecting a commitment to serving clients within the country. Council Family Office's team includes professionals with diverse expertise, such as W. Tyson Vanlandingham, Principal and Private Wealth Advisor; Miriam (Mamie) Favor, JD, CFP®, Principal and Private Wealth Advisor; Brad Borden, MBA, CFP®, Private Wealth Advisor; Robert B. Green Jr., CFA®, Chief Investment Strategist; Trent Green, Investment Analyst; and Robin Hymel, Private Client Associate. This diverse team enables them to provide a holistic approach to wealth management, addressing the unique needs of each client and fostering lasting relationships built on trust and communication.
Investment Focus
- High-net-worth individuals
- Families
- Business owners
- Entrepreneurs
- Senior executives
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Frequently asked questions about Council Family Office
What sectors does Council Family Office invest in?
Council Family Office invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Metairie, United States. Council Family Office is listed as a family office in the ConnectSafely investor database.
What stage does Council Family Office invest at?
Council Family Office backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Council Family Office invest in?
Council Family Office invests across United States.
Who are the partners at Council Family Office?
Team members listed for Council Family Office include Robert Green (Chief Investment Strategist) and David Buzo (Chief Marketing Officer).
How do I contact Council Family Office?
Council Family Office's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
