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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-16-2011
- Office Locations
- 1
Office Locations
About Family CFO INC
Family CFO, Inc. is a Los Altos RIA providing confidential, personalized financial planning and investment management for high-net-worth families—often Silicon Valley executives, entrepreneurs, and venture capitalists with concentrated stock, equity compensation, liquidity events, and cross-border complexity. Planning commonly spans estate and gifting issues (including trust funding after a spouse’s death) alongside diversified portfolios largely implemented with ETFs and public funds, typically custodied at Schwab.
Team overview
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Asset Classes
Client Personas
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Investment Themes
Investment Vehicles
Services
Owner & Executives
ANNAMALAI RAJENDRAN
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Legal Officer, Chief Operations Officer, Vice President
- CRD
- #2458038
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $289,450,939 | $1,358,925 |
| Non-Discretionary | $0 | -- |
| Total | $289,450,939 | $1,358,925 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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