Also known as CFO
Capitol Family Office (CFO) is a multi-family office in Beaverton, Oregon, established in 2011. It offers investment advice plus financial and family office services. The firm specializes in tax, law, lending, insurance, banking, and real estate. A select clientele receives the services of a multi-family office, including access to professional money management, comprehensive financial planning, investment advice, insurance and many other capabilities. Its stated mission is to help clients regain control of their finances and reach their goals, by taming the complexity in those finances, providing education and access to professional resources, and delivering proactive service.
Public regulatory records matched to Capitol Family Office from SEC and IRS filings.
Public filings matched to Capitol Family Office across SEC, IRS, DOL and international registers — newest first.
Cross-referenced from the LPbacked Signal Feed.
Browse more multi family offices (mfo) and other institutional investors by location and type in the LPbacked limited-partner database.
Capitol Family Office is a multi family office (mfo) based in Beaverton, United States, managing approximately $135M in assets.
Capitol Family Office is headquartered in Beaverton, United States.
Capitol Family Office manages approximately $135M in assets under management.
Capitol Family Office was founded in 2011.
Capitol Family Office focuses on Joint Venture/Partner, Investment Funds, Real Estate - General, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, Multi-Asset Investing.
Verified contact details, key decision-makers, and investment preferences for Capitol Family Office are available on LPbacked. Create a free account to access them.