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Fund Manager

Family Wealth Consultants

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Family Wealth Consultants

Fund Manager

Primary Strategy: Other

Number of Employees: 5

Ownership: Privately Held

Year End: December

Description

The Family Wealth Consulting Group is a family owned and operated financial planning firm that has been serving clients in Silicon Valley, California for over 35 years. This family-centric team focuses on helping families maximize financial resources today, and for generations to come. FWCG’s unique expertise is building portfolios that give clients more money during their retirement years, as wel

Contact

Website: Link to website

LinkedIn: linkedin.com/company/family-wealth-consulting-group

Address

1541 the Alameda, San Jose, California, United States

Date

As of: June 20, 2026

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

Chart view

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Top fund structures by AUM

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Current Service Providers

Fund Administrators

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Fund Auditors

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Switches

Last 12 months

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Team

Individuals

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