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What We Do

What we do

What We Do

Carter Family Advisory LLC is a trusted Family Office that was founded during the pandemic with a distinct mission: to empower families with the knowledge and tools to develop robust strategies for building generational wealth.

Generational Wealth Strategy

We specialize in crafting personalized generational wealth strategies that span lifetimes. Our experts collaborate closely with families, offering insights into prudent investment decisions, risk management, and long-term financial planning.

Financial Literacy Education

Financial education is a cornerstone of our services. We recognize that families and friends often lack access to essential financial knowledge. Our comprehensive financial literacy education covers a spectrum of topics.

Strengthening Family Bonds

Pooling family resources extends beyond finances – it strengthens bonds. Our approach encourages open communication and cooperation among family members, fostering a shared sense of purpose.

Capital Strategies

Accessing capital is often a critical juncture in any financial endeavor. We offer guidance on navigating the landscape of capital acquisition, from traditional funding sources to innovative avenues.


We believe in the power of community. Our platform provides opportunities for families to connect, collaborate, and share insights.

Schedule a Consultation

Join us in redefining wealth, fostering unity, and building a legacy that lasts. Your financial journey starts here.