Custos Family Office
Overview
Custos Family Office is a multi-family office headquartered in Austin, Texas, providing comprehensive wealth management solutions to high-net-worth individuals and families. The firm specializes in investment advisory services, including private equity, real estate, venture capital, fixed income, hedge funds, commodities, crypto, ESG and impact investing, infrastructure, and collectibles & art. Custos Family Office also offers services in liquidity management, risk management, hedging strategies, insurance review, capital preservation, real-time asset aggregation, full balance sheet reporting, professional advisor coordination, third-party advisor evaluation, banking and credit optimization, asset management, private investments, income generation, tax-efficient investing, retirement planning, family governance, succession planning, philanthropy, legacy planning, and trust and estate coordination. The firm was founded in 2018 and manages approximately $730 million in assets across 65 holdings. The team comprises six investment professionals who coordinate estate, philanthropic, and governance needs across multiple generations. The firm's fee structure includes asset-based, hourly, fixed, and performance-based fees. Custos Family Office is registered with the SEC and operates in both Texas and Colorado. The firm's leadership includes Principal and Chief Investment Officer Tony Lopiccolo, who has a background in investment management and the U.S. Air Force, and Operations & Compliance Director Audrey Soza, who has experience in regulatory and operational risk and compliance. The firm is committed to helping clients build, manage, and preserve wealth over generations, incorporating a holistic approach to financial planning that addresses estate, tax, charitable, and wealth transfer goals.
Investment Focus
- High-net-worth individuals and families seeking comprehensive wealth management solutions.
Reach Custos Family Office directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Custos Family Office
What sectors does Custos Family Office invest in?
Custos Family Office invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Littleton, United States. Custos Family Office is listed as a family office in the ConnectSafely investor database.
What stage does Custos Family Office invest at?
Custos Family Office backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Custos Family Office invest in?
Custos Family Office invests across United States.
Who are the partners at Custos Family Office?
Team members listed for Custos Family Office include Mitchell Herr (Principal) and Anthony Lopiccolo (Principal & CIO).
How do I contact Custos Family Office?
Custos 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
