Independent Family Office, LLC

Independent Family Office, LLC provides comprehensive wealth management and family office services tailored for high-net-worth individuals, their families, and related entities. Founded in 2005 and based in Albany, New York, the firm acts as a registered investment advisor and legaly required fiduciary, meaning they must put your best interests first. Their services extend far beyond traditional investment management to cover a wide variety of financial needs, including income tax preparation and planning, bill paying, payroll, estate planning, trust accounting, cash management, and personal risk management. In fact, the majority of their work centers around these family office and financial planning services. When managing investments, Independent Family Office works with you to understand your goals, assess your risk tolerance, and determine an appropriate investment strategy, often utilizing independent third-party managers where appropriate. They also provide financial planning on a standalone basis and help you review retirement account rollovers. They do not participate in bundled fee programs and custody client assets through independent brokers like Fidelity.