Verified 10 Nov 2026
Independent Family Office, LLC
Independent Family Office, LLC is an Albany, New York family office, established in 2005, that serves a small group of wealthy families across the United States. It charges a retainer and handles budgeting, bookkeeping and reporting, estate and income tax planning, asset allocation and the oversight of outside investment managers. It also negotiates contracts covering planes, real estate and financing for clients, and says it answers to no outside owners.
- Type
- Multi-family office
- Location
- Albany, New York, United States
- Sectors
- Public equities, Private funds, Fixed income
- Fund size / AUM
- $760M regulatory AUM (Form ADV, filed 2026-04-21)
- Latest fund or filing
- 21 Apr 2026
- Website
- ifollc.com
Contacts on file
For Independent Family Office, LLC, the paid file holds: 2 named decision-makers with roles.
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Sources
- adviserinfo.sec.gov/firm/summary/144811
- reports.adviserinfo.sec.gov/reports/ADV/144811/PDF/144811.pdf
- ifollc.com/
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 9 lists
Family offices in New York (68)US family offices that invest in private funds (85)Family offices that invest in fixed income (93)Family offices that invest in private funds (109)Family offices in the Northeast (112)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)