Broker Check
(941) 556-9294
Info@CompoundFamilyOffices.com
Client Login

About Us

We are a team of like-minded, highly credentialed advisors dedicated to providing objective and transparent guidance that helps families make informed decisions about their wealth. 

We do not just provide guidance. We serve as your central hub, coordinating with your advisors to form a collaborative team. This integrated approach allows each element of a family’s wealth to work in harmony with the others, enabling more thoughtful advice aligned with your values and goals.

How We Work With Families

How We Work With Families

  • Generational wealth creates extraordinary opportunity, yet it also brings layers of complexity.

  • Most families juggle a collection of advisors, each providing valuable expertise but lacking a holistic framework. This fragmented approach creates friction and leads to missed opportunities and avoidable risks.

  • Compound was built to bridge that gap.

Fiduciary

As a fee-only firm registered with the Securities and Exchange Commission (SEC), we are held to the highest standard, the fiduciary standard, instead of the lower suitability standard common to banks and brokerage firms. Upholding a fiduciary standard of care means we put our clients’ best interests first. We don’t invest in proprietary investments or receive commissions that could otherwise create conflicts of interest.

Our Partners

CUSTODIAN
Via our partnership with Schwab we can provide the full capabilities and institutional strength of a large firm while maintaining the personalized service and responsiveness of a family office. With over $12 trillion in total client assets as of February 28, 2026, Charles Schwab is the largest custodian serving independent financial advisors.

CORPORATE TRUSTEE
Via our partnership with National Advisors Trust Company (“NATC”), our families’ corporate trustee needs are solved while allowing the family to utilize Compound as their ongoing point of contact. NATC is one of the largest nationally chartered trust companies with over $8 billion of total assets under administration as of December 31, 2025 and was created by registered investment advisors for the benefit of the families they serve. As a nationally chartered trust company, NATC is authorized to do business in all 50 states and is regulated by the Office of the Comptroller of the Currency, a bureau of the U.S. Treasury Department. It is also a member of the Federal Deposit Insurance Corporation (FDIC).

Additionally, National Advisors Trust of South Dakota, a South Dakota-chartered trust company, offers our families an option that takes advantage of the consistently top-rated South Dakota trust laws for protecting and passing on wealth.

LENDING SOLUTIONS
Via our relationships with multiple competitive lending institutions, including Charles Schwab Bank, our clients have access to lines of credit and loans collateralized by their investment portfolios. Further, our clients benefit from our relationship with Charles Schwab Bank for mortgage loans provided by Rocket Mortgage.

Suggested Content

Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.
Learn More
Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Learn More
Prescription Drug Benefits Under Medicare (Part D)

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Learn More