Family Office

Council Family Office

Investment Details

Investor Type
Family Office

Asset Class Focus
Fixed Income (Debt and Bonds), Private Equity, Real Estate, Venture Capital

Stage Focus
Seed, Early Stage, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed

Geographical Focus
United States

Industries Focus

  • Financial Services
  • Technology
  • Healthcare
  • Energy
  • Consumer Goods
  • Real Estate
  • Telecommunications
  • Utilities
  • Media
  • Retail
  • Education
  • Agriculture
  • Transportation
  • Hospitality
  • Manufacturing

Investment Size:
1,000,000 to 50,000,000 USD

Investor Details

Council Family Office is a multi-family office based in Metairie, Louisiana, providing personalized wealth management services to high-net-worth individuals, families, and businesses. Their team comprises financial advisors, attorneys, tax professionals, and investment experts, offering tailored solutions to optimize and simplify the complexities of wealth. They are affiliated with Independent Advisor Alliance, a registered investment adviser, which allows them to focus solely on financial planning, asset management, and delivering exceptional service to their clients.

The firm's investment approach is comprehensive, encompassing various asset classes such as fixed income, private equity, real estate, and venture capital. They cater to a wide range of investment stages, including seed, early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. Their geographical focus is primarily on the United States, reflecting a commitment to serving clients within the country.

Council Family Office's team includes professionals with diverse expertise, such as W. Tyson Vanlandingham, Principal and Private Wealth Advisor; Miriam (Mamie) Favor, JD, CFP®, Principal and Private Wealth Advisor; Brad Borden, MBA, CFP®, Private Wealth Advisor; Robert B. Green Jr., CFA®, Chief Investment Strategist; Trent Green, Investment Analyst; and Robin Hymel, Private Client Associate. This diverse team enables them to provide a holistic approach to wealth management, addressing the unique needs of each client and fostering lasting relationships built on trust and communication.

Requirements
  • High-net-worth individuals
  • Families
  • Business owners
  • Entrepreneurs
  • Senior executives
Contact

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