About Feld Family Office
Established in New York. Focused on the individual relationship.
Feld Family Office was founded in New York in 2020 to connect investment oversight with financial administration. Every engagement begins with an understanding of the client’s circumstances and intended direction.
Our Story
A connected way to work.
Private wealth can involve multiple entities and advisors. Information moves between them, while decisions often carry consequences elsewhere.
Feld Family Office creates a central point of coordination. We bring relevant work together and keep each decision connected to its wider financial purpose.
The firm developed from a straightforward premise: advice gains value when every decision reflects the full financial position.
Our Role
Close enough to understand. Equipped to act.
Feld Family Office works across the financial life of each client. We oversee investments and maintain the information required for informed decisions.
Our role also involves coordination. We work with external specialists to keep advice aligned and assignments progressing.
This relationship develops through regular contact. It gives Feld Family Office a detailed understanding of each mandate as circumstances evolve.
Principles
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Attention is active.
We ask precise questions and remain involved throughout implementation. Important details receive consideration at the appropriate time.
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Context guides action.
Feld Family Office examines each decision in relation to existing commitments and future requirements.
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Coordination creates momentum.
We establish an effective flow of information between investment advisors and professional counsel.
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Judgment requires perspective.
Feld Family Office considers immediate requirements alongside longer-term consequences. Recommendations remain grounded in the client’s financial position.
Our Clients
Different origins. A shared need for coordination.
Feld Family Office serves individuals and families whose financial affairs require sustained oversight. The relationship is suited to clients with investment portfolios and private interests.
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Founders after a transition
Liquidity following a business sale introduces new investment responsibilities and planning considerations.
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Active investors
Public portfolios and private holdings require consolidated oversight.
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Families with distributed assets
Several entities or custodians can create a need for coordinated reporting.
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New financial responsibility
An inheritance or leadership transition can require education and structured decision support.
Working with Existing Advisors
Better coordination strengthens advice.
Clients often have established relationships with attorneys and accountants. Feld Family Office works alongside these advisors through an organized exchange of information.
Each specialist remains focused on their area of expertise. We help connect the resulting advice to the wider financial framework.
A Relationship with the Full Financial Position in Mind
Feld Family Office brings sustained attention to the decisions that accompany substantial wealth. We provide coordination and considered advice through one central relationship.
Explore Our Approach