Live Oak Family Offices

Also known as Live Oak

Multi Family Office (MFO)Jacksonville, United StatesFounded 2003
$150M
Assets Under Management
Jacksonville
Headquarters

About Live Oak Family Offices

Live Oak Family Offices is a family office based in Jacksonville, Florida. Our mission is to oversee and coordinate the complex scope of legal, tax and financial services required by the family of wealth in a manner that accomplishes near term and multi-generational goals based on its core values and shared visions.

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionHedge FundReal Assets & Natural Resources - GeneralReal Estate - GeneralVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Sectors & Themes

Business & Administrative ServicesConcierge ServicesETFsFund of FundsInvestment ManagementLegal & Tax ServicesRetirement PlanningTravel Accommodations & TourismTrust ManagementWealth & Estate PlanningCommercial & Professional ServicesProfessional Business ServicesHigh-Level SectorsTourism & HospitalityFinanceTraditional Investments (Liquid Assets)Financial Services

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States

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Frequently asked questions

What type of investor is Live Oak Family Offices?

Live Oak Family Offices is a multi family office (mfo) based in Jacksonville, United States, managing approximately $150M in assets.

Where is Live Oak Family Offices headquartered?

Live Oak Family Offices is headquartered in Jacksonville, United States.

How much does Live Oak Family Offices manage?

Live Oak Family Offices manages approximately $150M in assets under management.

When was Live Oak Family Offices founded?

Live Oak Family Offices was founded in 2003.

What does Live Oak Family Offices invest in?

Live Oak Family Offices focuses on Buyout, Private Equity, Growth/Expansion, Hedge Fund, Real Assets & Natural Resources - General, Real Estate - General, Venture Capital, Venture Capital - Early Stage.

How can I contact Live Oak Family Offices?

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