Family Office Advisory Group Revenue

Financial Services • Milwaukee, Wisconsin, United States • 1-10 Employees

Family Office Advisory Group revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Family Office Advisory Group

Tom Galfano

Founder

Company overview

Headquarters	Milwaukee, Wisconsin, United States
NAICS	52
Keywords	Trust Administration, Financial Management, Investment Oversight, Forensic Accounting, Estate Planning, Fraud Detection, Family Office Services, Philanthropic Planning, Tax Mitigation Strategies, High-Net-Worth Advisory, Cash Flow Oversight
Founded	2024
Employees	1-10

About Family Office Advisory Group

Family Office Advisory Group is a boutique advisory firm dedicated to helping high-net-worth and ultrawealthy families preserve, protect, and grow their wealth across generations. We offer comprehensive, confidential family office services with deep expertise in financial oversight, estate coordination, investment monitoring, and philanthropic strategy. Founded by a seasoned Family Office Executive, our firm operates as a trusted partner embedded within the family structure—offering executive-level support for legal, administrative, financial, and personal matters. We specialize in: - Investment oversight and compliance - Estate planning, trust administration, and legal coordination - QuickBooks implementation, budgeting, and cash flow management - Charitable gifting and tax-efficient giving strategies - Property management and staff supervision - Reporting, forensic audits, and fraud detection We bring peace of mind and clarity to families navigating complex financial lives through a steadfast commitment to discretion, integrity and long-term value. Let’s protect your family's legacy together.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Family Office Advisory Group has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Family Office Advisory Group has never raised funding before.

Frequently asked questions

Family Office Advisory Group is located in Milwaukee, Wisconsin, US.

Family Office Advisory Group generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Family Office Advisory Group has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Family Office Advisory Group was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

Family Office Advisory Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Family Office Advisory Group

Tom Galfano

Founder

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