Why Choose Family Office Advisors?

Experience. Founders, Richard Glickman, CPA and Charles S. Comer, CMT together bring more than a half-century of experience in global investment management, development of investment strategies, personal financial planning, and corporate finance within the framework of prevailing income tax codes.

Unbiased. FAMILY OFFICE ADVISORS does not manage money. There is an inherent conflict if we offer “impartial” advice and then accept commissions. We do not sell securities. We do not share in money management fees, do not accept referral fees, do not earn commissions nor share in commissions earned by others and we do not accept finders fees. Our only compensation is the professional fee our clients pay us.

Risk Management. We examine risk in relation to return so our clients understand the amount of risk in their portfolios.

Cooperation and Coordination. We work closely and confer with the other members of our client’s existing financial team to ensure that resources are properly aligned to achieve family financial goals.

Second Opinion. People may need a second opinion after consulting with a doctor. Our office provides that second financial-health opinion for the family or helps the family find another expert to provide a second opinion.

Benchmarking and Measurement. In today’s harsh economic climate, families are finding it more and more difficult to understand how well (or poorly) their investments are doing. FAMILY OFFICE ADVISORS provides and explains the best benchmarks against which to measure performance.

Objectivity.  It is often difficult for families to be completely objective about many investment decisions.  Our office helps resolve intergenerational and other family issues because we are independent of family pressures.

Confidentiality. All client relationships, names and other details are held in the strictest confidence. No disclosure will be permitted unless required by law.

Our Mission is to Provide Peace of Mind. FAMILY OFFICE ADVISORS, a Registered Investment Advisor, offers independent, focused and continuing long-term wealth management counsel to several families and individuals.