Important disclosures

About Family Office 2.0

Investment advisory services are offered by Family Office 2.0’s investment adviser. Registration does not imply a certain level of skill or training. Aviation and lending services are provided by affiliates under separate agreements.

Not an offer

This website is for information only. It is not an offer or solicitation to buy or sell any security, or an offer to lend. Advice is given only under a written agreement.

Illustrations

Figures, payoff shapes, case examples and the portal shown are hypothetical and for illustration only. They are not predictions or guarantees of results.

Investment risks

All investing involves risk, including loss of principal. Options strategies and alternatives carry additional risks; private investments may be illiquid. Protection applies only as each product’s documents describe.

Lending

Indicative terms only. All credit is subject to approval, appraisal and documentation. Loans are secured, and recourse may put other assets at risk.

Tax and aviation

Family Office 2.0 does not provide tax or legal advice. Tax outcomes, including depreciation and interest deductibility, depend on each family’s facts and are confirmed with their CPA.

Conflicts of interest

Family Office 2.0 and its affiliates may earn fees from advisory, aviation and lending services for the same family. We disclose these conflicts in writing and in our Form ADV.

Prior experience

Team members’ prior roles relate to other firms and are not Family Office 2.0 results. Aircraft specifications are manufacturer-published figures.

Third-party data

Statistics on wealth transfer are from Cerulli Associates (2024) and Harris Poll and Cerulli (2025).

Regulatory documents

Our Form CRS (relationship summary) and Form ADV on the SEC’s Investment Adviser Public Disclosure site.