Established 2008 • SEC Registered

About Family Office Alpha

Our Management Team has seen economic and interest rate fluctuations, the tech bubble, terrorist attacks, the Great Financial Crisis, superstorms, zero interest rates, and the pandemic. We offer solutions that instill confidence.

$2B+
Assets Under Protection
50+
Families Served
15+
Years of Excellence
99.9%
Security Success Rate

Market Intelligence

Real-time insights driving our investment strategies and client success.

Sector Performance

YTD Returns

Tech
85%
Healthcare
72%
Finance
68%
Energy
45%
Real Estate
58%

Risk Distribution

Portfolio Risk Profile

A+
Risk Score
Low Risk
35%
Medium Risk
45%
High Risk
20%

Client Growth

+108% Since 2020

25
2020
32
2021
38
2022
45
2023
52
2024
Average Annual Growth+21.6%

Global Exposure

Regional Allocation

North America
40%+12.5%
Europe
25%+8.2%
Asia Pacific
20%+15.8%
Emerging Markets
10%+6.1%
Others
5%+4.3%
Total Global Exposure100%

Our Purpose & Vision

Our Mission

To provide exceptional family office and cybersecurity advisory services that protect, preserve, and grow our clients' wealth while ensuring the highest standards of digital security and privacy protection.

  • Comprehensive wealth protection strategies
  • Advanced cybersecurity frameworks
  • Generational legacy preservation

Our Vision

To be the world's most trusted advisor for high-net-worth families, setting the standard for integrated wealth management and cybersecurity excellence in the digital age.

  • Global leadership in family office security
  • Innovation in wealth protection technology
  • Trusted advisor to 100+ families by 2030

Our Core Values

The principles that guide every decision and interaction with our clients.

Excellence

We strive for excellence in every aspect of our service delivery, maintaining the highest professional standards and exceeding client expectations.

Security

Security is at the core of everything we do, protecting our clients' assets and information with military-grade solutions and protocols.

Trust

We build lasting relationships based on trust, transparency, and unwavering commitment to our clients' success and confidentiality.

Our Journey of Excellence

From startup vision to industry leadership - the milestones that shaped our success.

2008

Foundation & Vision

Founded by Goldman Sachs veterans and cybersecurity experts with a revolutionary vision to integrate wealth management with advanced security.

Initial $50M AUM
First 5 family clients
Core team assembled
2012

Innovation & Growth

Developed proprietary cybersecurity frameworks specifically designed for high-net-worth families and their unique digital vulnerabilities.

$500M AUM milestone
20+ families served
ISO 27001 certification
2015

Global Expansion

Expanded operations internationally, establishing presence in Europe and Asia to serve global ultra-high-net-worth families.

International offices
$1B AUM achieved
Multi-jurisdiction expertise
2020

Digital Transformation

Led the industry in digital transformation, helping families navigate unprecedented cybersecurity challenges during global digitalization.

Zero security breaches
Advanced AI integration
Remote service delivery
2024

Industry Leadership

Recognized as the premier family office cybersecurity advisor, setting new standards for integrated wealth protection services.

$2B+ AUM
50+ families worldwide
Industry thought leadership

Ready to Experience the Alpha Difference?

Join the families who trust us with their most valuable assets and sensitive information.