Fifth Avenue Family Office
SEC RegisteredLive your life, love your family and leave your legacy.
About the firm
Fifth Avenue Family Office is a team of talented professionals dedicated to serving a select group of entrepreneurial families. They provide family office services that coordinate, manage and advise across the full-net-worth spectrum, based in Naples, Florida.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Family office services including Performance-Based Planning & Investing, Lifestyle & Wellness Protection, Estate Planning, Trusts & Philanthropy, Family Governance & Education, and Tax Strategy & Planning.
Who they serve
A select group of entrepreneurial families.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 9 | $1.3B |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $8,000,000 | 0.75% |
| Next $20,000,000 | 0.50% |
| Over $30,000,000 | 0.25% |
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Fifth Avenue Family Office has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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