About Us

Family Office Private Advisors is a unique advisory and merchant-banking resource for single- and multi-family offices, wealthy individuals, holding companies, and their related private holdings. With deep private equity, venture capital, governance, operations, strategy, and corporate development experience, Family Office Private Advisors has unique expertise to offer customized solutions that initiate, expand, deploy, and enhance its clients’ direct private equity portfolios. Through its nexus of strategic relationships, Family Office Private Advisors helps its clients invest in small- and mid-sized private firms in sectors with strong domain expertise (consumer, luxury, food, retail, restaurants, apparel, beauty, design, art, digital, media, asset management). Family Office Private Advisors does not offer proprietary investment products nor is an investment manager, avoiding conflicts of interest and empowering client goals. The firm specializes in developing customized solutions in: Direct investments, Leveraged Buyouts, Co-investments, Private Equity Portfolio Enhancement, Private Equity Portfolio Expansion.


Founder



R. Adam Smith

Experienced investor in, advisor to, tens of startup, venture and private equity-backed companies. Seasoned principal investor (Caxton-Iseman Capital LLC, Castle Harlan, Inc., Columbus Advisors LLC) and Wall Street veteran (Salomon Brothers Inc., J.P. Morgan, and Lehman Brothers Inc).

Founder & CEO, Circle Peak Capital LLC, a private investment merchant banking partnership formed 2002. Founder & CEO, Big Sky Partners LLC, a global strategic & creative advisory partnership formed 2013. Founder & CEO, Family Office Private Advisors LLC, a global private investment banking and alternative assets partnership formed 2013. Founder, Leukemia Fighters, a leading oncology philanthropy formed in 2009 in collaboration with New York-Presbyterian Hospital & Weill Cornell.

MBA, Beta Gamma Sigma, Graduate School of Business at Columbia University. BA, cum laude, International Relations and Economics, Boston University. Entrepreneur, mentor, philanthropist, musician, collector, artist.


Services

Family Office Private Advisors has a unique repertoire of decades of experience across alternative investments, and is exclusively dedicated to applying this knowledge to optimizing the value of our clients’ private investment holdings. Our clients engage us in bespoke projects to privately source, expand, process, finance, and execute selected investment opportunities across alternative assets. And our talented partners and advisors also provide value-added resources within operational, board-level, M&A, and C-level activities. We also create, enhance, and implement business and strategic plans, introduce clients to strategic partners, arrange co-invests, and leverage extensive industry insights and relationships. Further, we work very closely with a limited set of clients and always in a transparent, non-competitive, non-fiduciary manner.

  • Connector.

    Direct & Coinvestments

    We enhance our clients’ investing efforts by providing unique direct and co-investment opportunities, including those usually reserved for private equity and limited partner entities. Our expansive network often creates exclusive investment situations through relationships with established funds, C-level executives, private bankers, accountants, and other family offices. Our sourcing and investing expertise resides in high-growth venture capital, small-cap buyouts involving management fortifications or MBOs, structured equity recapitalizations, and selected build-up situations around a core holding.

  • Connector.

    P.E. Portfolio Enhancement & Expansion

    We guide our clients across the entire trajectory of their private investments, whether the client is looking to make an acquisition or add on, or recapitalize part of their private holdings, and, occasionally provide pre-sale consulting services to maximize preparation and thus, value creation. Partnerships with FOPA provide entrepreneurs and families access to uniquely independent expertise across all areas of alternative investments.


Advisory Council


FOPA has a very robust network of experts across all relevant areas of the family office industry, and employs the expertise of its talented council of advisors possessing knowledge across private investments, alternative investments, structured products, trusts & estates, offshore investing, real estate, financial services, asset management, art advisory and collections management, philanthropy, and office adminstration.


Industries


FOPA possesses significant expertise across numerous industries and through capacities within lead and syndications within VC and private equity, operational enhancements, M&A and roll ups, firm formation, recapitalizations, and corporate governance. We strive to deploy this knowledge, and deliver best practices, to our clients to empower greater wealth creation, and mitigate risk, within their operating and alternative asset holdings.

 
  • Consumer
  • Retail
  • Internet
  • Media
  • Services
  • Industrial
  • Real Estate
  • Digital