Koss Olinger Consulting, LLC

Overview

Koss Olinger Consulting, LLC is a multi-family office based in Gainesville, Florida, offering comprehensive wealth management and investment services to affluent families nationwide. Founded in 1969, the firm traces its roots to a wealth management and investment advisory practice established by University of Florida alumni William D. Olinger and William F. Koss, whose professional success forms the family’s capital base. The firm offers integrated financial planning, portfolio management, and estate and tax strategies to affluent families nationwide. The firm's investment focus includes fixed income (debt and bonds), private equity, real estate, and venture capital. They are open to first-time funds and have a history of investing in various stages, including seed, early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. Their geographical focus is primarily within the United States. Koss Olinger Consulting, LLC has a track record of investing in a diverse range of industries, including technology, healthcare, financial services, consumer goods, energy, real estate, manufacturing, retail, media, telecommunications, transportation, utilities, education, agriculture, and pharmaceuticals. Their investment philosophy emphasizes a multi-generational approach, ensuring that each generation's vision is communicated to children and grandchildren, facilitating important conversations to bring everyone onto the same page. This approach has contributed to the firm's longevity and the trust placed in them by their clients over the decades.

Investment Focus

• High-net-worth individuals and families seeking comprehensive wealth management and investment services.

Portfolio Companies