Company Profile
Turner Family Office is an investment firm founded by Sari and Thomas Turner. The firm operates with the philosophy that "Time rewards the well advised," indicating a long-term and strategic approach to wealth management and investment. As a family office, it likely manages the assets and financial affairs of the Turner family, focusing on preserving and growing their capital across various investment opportunities.
The firm's operational structure involves advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. This arrangement suggests that Turner Family Office leverages the expertise and regulatory compliance of Axxcess Wealth Management for its investment advisory needs, ensuring that its investment activities are conducted within established financial guidelines and professional standards.
While specific details about notable investments or portfolio companies are not publicly disclosed on their website, the nature of a family office often involves a diverse portfolio that can span various asset classes, including private equity, real estate, and other alternative investments. The firm's engagement with a registered investment adviser implies a structured and professional approach to identifying and managing these investments.
The team at Turner Family Office, supported by Axxcess Wealth Management, likely possesses expertise in financial planning, investment strategy, and wealth preservation. The contact list on their website includes individuals with roles related to investments, legal, and accounting, indicating a comprehensive approach to managing the family's financial interests and ensuring well-rounded advice and oversight.
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