Custos Family Office

Custos Family Office is a multi-family office headquartered in Austin, Texas, providing comprehensive wealth management solutions to high-net-worth individuals and families. The firm specializes in investment advisory services, including private equity, real estate, venture capital, fixed income, hedge funds, commodities, crypto, ESG and impact investing, infrastructure, and collectibles & art. Custos Family Office also offers services in liquidity management, risk management, hedging strategies, insurance review, capital preservation, real-time asset aggregation, full balance sheet reporting, professional advisor coordination, third-party advisor evaluation, banking and credit optimization, asset management, private investments, income generation, tax-efficient investing, retirement planning, family governance, succession planning, philanthropy, legacy planning, and trust and estate coordination. The firm was founded in 2018 and manages approximately $730 million in assets across 65 holdings. The team comprises six investment professionals who coordinate estate, philanthropic, and governance needs across multiple generations. The firm's fee structure includes asset-based, hourly, fixed, and performance-based fees. Custos Family Office is registered with the SEC and operates in both Texas and Colorado. The firm's leadership includes Principal and Chief Investment Officer Tony Lopiccolo, who has a background in investment management and the U.S. Air Force, and Operations & Compliance Director Audrey Soza, who has experience in regulatory and operational risk and compliance. The firm is committed to helping clients build, manage, and preserve wealth over generations, incorporating a holistic approach to financial planning that addresses estate, tax, charitable, and wealth transfer goals. The firm's office is located at 9011 Mountain Ridge Drive, Suite 200, Austin, TX 78759, and they can be contacted via email at audrey@custosfo.com or by phone at +1 303-578-7024. The firm's website is https://custosfo.com.