Live Oak Family Offices, LLC

Overview

Live Oak Family Offices, LLC is a multi-family office based in Jacksonville, Florida. It works with families and their other professional advisers on long-term strategies for managing and transferring wealth, and coordinates day-to-day finances in line with those strategies. The firm provides multi-generational wealth management to a limited group of families. The firm is registered with the SEC as an investment adviser.

Services

• Portfolio management
• Selection of other advisers
• Long-term wealth strategy
• Day-to-day financial coordination
• Wealth transfer planning

Advisory services reported on Form ADV (Item 5.G)

• Portfolio management (individuals/small business)
• Selecting other advisers

Location

See more firms in Florida.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 141570), filed 09/09/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.