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Custos-Family-Office---Logo---White---updated
noun | cus·tos | ˈkuˌstōs : latin for guardian, keeper
Custos-Family-Office---Logo---White---updated
noun | cus·tos | ˈkuˌstōs : latin for guardian, keeper

About Us

Fiduciary

In a recent study by Financial Engine, over 90% of respondents believe financial advisors should be required to act in their clients’ best interest1. Ironically, a majority of financial advisors are not legally bound to act as fiduciaries. As implied by our name, we created Custos Family Office to act as a guardian to our clients’ interests and pledge to remain an independent client advocate.

Family Office

While no two families are alike, many share common opportunities and challenges.  We function as our clients’ Chief Financial Officer – protecting their wealth, coordinating financial services through the families’ various stages, and acting as a bridge across generations.

Focus

Our clients’ scarcest resource is their time.  By acting as an extension of their families, we take ownership of the financial issues they may not have the time, expertise, or desire to handle themselves.  We free up their time so they can focus on what matters most to them.

Only You

At Custos, we believe one cannot serve two masters.  That is why we are 100% partner-owned with no outside shareholders to serve.  From our portfolios to our fees, our independence allows us to tailor everything we do to the specific needs of each client.

Our Approach

<h1><font size="20PX" color="#FFFFFF">GROW</font></h1>

GROW

Most of our clients made their wealth by taking tremendous, but calculated risk. Growth should not end with a successful liquidity event or retirement. We help clients identify risk, diversify and continue to grow their assets to fund current lifestyle, future generations and philanthropic goals.
Asset Management
Private Investments
Income Generation
Tax Efficient Investing
Retirement Planning
<h1><font size="20PX" color="#FFFFFF">TRANSFER</font></h1>

TRANSFER

Wealth transfer is the the culmination of our clients' success and legacy. We actively review and help manage current estate structures and plans alongside our clients' life events.
Family Governance
Succession
Philanthropy
Legacy Planning
Trust & Estate Coordination
<h1><font size="20PX" color="#FFFFFF">PROTECT</font></h1>

PROTECT

Peace of mind is priceless. We ensure our clients have the necessary liquidity to meet current obligations, and recognize and mitigate financial threats before they materialize.
Liquidity Management
Risk Management
Hedging Strategies
Insurance Review
Capital Preservation
<h1><font size="20PX" color="#FFFFFF">OPERATE</font></h1>

OPERATE

A plan is only as good as its results and the coordination of its operators. We review all the moving pieces for our clients and serve as a single touchpoint for their trusted advisors.
Real-Time Asset Aggregation
Full Balance Sheet Reporting
Professional Advisor Coordination
3rd Party Advisor Evaluation
Banking & Credit Optimization

Our Approach

CFO Shield Mobile

GROW

Most of our clients made their wealth by taking tremendous, but calculated risk. Growth should not end with a successful liquidity event or retirement. We help clients identify risk, diversify and continue to grow their assets to fund current lifestyle, future generations and philanthropic goals.


Asset Management
Private Investments
Income Generation
Tax Efficient Investing
Retirement Planning

TRANSFER

Wealth transfer is the the culmination of our clients’ success and legacy. We actively review and help manage current estate structures and plans alongside our clients’ life events.


Family Governance
Succession
Philanthropy
Legacy Planning
Trust & Estate Coordination

Protect

Peace of mind is priceless. We ensure our clients have the necessary liquidity to meet current obligations, and recognize and mitigate financial threats before they materialize.


Liquidity Management
Risk Management
Hedging Strategies
Insurance Review
Capital Preservation

OPERATE

A plan is only as good as its results and the coordination of its operators. We review all the moving pieces for our clients and serve as a single touchpoint for their trusted advisors.


Real-Time Asset Aggregation
Full Balance Sheet Reporting
Professional Advisor Coordination
3rd Party Advisor Evaluation
Banking & Credit Optimization

Your Family CFO

Mitchell Herr

Principal

Mitchell Herr is a founding Principal of Custos Family Office. He serves on the firm’s investment committee, and leads the wealth planning and holistic balance sheet view of the firm. Working specifically with high net worth individuals and families, Mitchell has extensive experience in pre and post transaction planning, corporate and family governance, custom credit originations, and trust and estate transfers. In addition, given his board seat on his family’s multi generational business, where he represents the interest of his Generation 3 peer class, Mitchell provides both a professional and personal perspective that relates to his clients.

Prior to founding Custos, Mitchell spent 8 years at J.P. Morgan’s Private Bank. He was an Executive Director and Market Team Lead for the Austin and San Antonio High Net Worth practice. In his last 2 years, Mitchell consecutively ranked as #1 individual advisor across the U.S. and led his team to be among the top 5 markets in the country.

Before joining J.P. Morgan, Mitchell began his career in 2007 as an Investment Analyst for Waterstreet Investment Consultants. Waterstreet, now a part of the Morgan Stanley Greystone Consulting Group, was a Registered Investment Adviser for high net worth families and institutional investors.

Mitchell graduated Magna Cum Laude with both a BBA in Finance and Marketing and MBA in Corporate Finance at St. Edward’s University, where he also was a scholarship athlete and captain of the Men’s Soccer Team. He resides in Austin, Texas with his wife Chelsea, and three children, Walter, Ivy, and Henry. He and his family are Parishioners at St. John Neumann Catholic Church in Austin. Mitchell also served on the board of the Townlake YMCA of Austin for 8 years.

Tony Lopiccolo

Principal & CIO

Tony Lopiccolo is a founding Principal and Chief Investment Officer for Custos Family Office. Tony is fiercely loyal to his clients. His belief that the industry should be driven by a client-centric focus led him to join with his partners to create CFO. Prior to founding Custos, Tony worked as in investment specialist at J.P. Morgan Private Bank, first in San Antonio, Texas, and most recently in Denver, Colorado, where he advised individuals, families, foundations & endowments on portfolios and investment opportunities.

Tony began his career in finance on Wall Street covering macro hedge funds and central banks trading in the deepest and most actively traded sector of the fixed income market. He was also an execution trader for a macro hedge fund. Prior to starting his career on Wall Street, Tony was a Captain in the United States Air Force, where he focused on acquiring launch vehicles and tracking stations for the country’s space operations.

A native of Wyoming, Tony earned his undergraduate degree from the United States Air Force Academy, where he was also a member of the football team. He then went on to earn an MBA from the UCLA Anderson School of Management, and later became a CFA Charterholder. Tony resides in Greenwood Village with his wife Melanie & three daughters.

Audrey Soza

Operations & Compliance Director

Audrey Soza joins Custos Family Office as Director of Compliance and Operations. Prior to joining Custos, Audrey spent 8 years with Wells Fargo Corporate & Investment Banking, most recently as Vice President focused primarily on regulatory and operational risk and compliance.

As a risk consultant focused on the energy & power and commercial real estate industry sectors, her expertise included advising the business on proper application of customer due diligence standards affecting complex customer transactions, acquisitions, and corporate structure.

Before joining Wells Fargo, Audrey began her career as an analyst at J.P. Morgan Private Bank in San Antonio, Texas where she helped develop wealth management solutions for high net worth individuals, families and foundations.

Audrey earned her BBA in Finance from The University of Texas at Austin. She currently resides in Beeville, Texas with her husband Eric and their 3 young children.

Gaylon Boyd

Managing Director

Gaylon Boyd is a Managing Director of Custos Family Office. He serves on the firm’s investment committee and provides holistic, advice-based strategies to clients regarding investments, trusts and estates, wealth transfer and pre & post business transaction planning. Gaylon has over 30 years of experience working with high net worth families, foundations and business owners. He has an unwavering commitment to working closely with each client to understand their unique goals and objectives in order to provide advice that is truly in their best interest.

Prior to joining Custos, Gaylon spent over 16 years with the J.P. Morgan Private Bank where he was an Executive Director and Senior Banker.

Gaylon earned his BBA in Finance from Texas Tech University and is a CERTIFIED FINANCIAL PLANNER™ professional. He and his wife, Marilyn, reside in Austin.

Juan Creixell

Partner

Juan I. Creixell is a Partner of Custos Family Office and sits on the investment committee. Juan is passionate about the financial markets and about advising his clients, and their families, on a full array of wealth management solutions, including creating tailored investment portfolios.

Prior to Custos, Juan was at the JPMorgan Private Bank from May 2007 to November 2020, where he served Ultra High Net-Worth families both in Houston and in Austin, and where he was Head of Investments for Central and South Texas.

Juan began his career as an analyst at Chase Manhattan Bank, and subsequently worked in New York City as a trader at several investment banks including JPMorgan, Commerzbank Securities and Jefferies Securities. He has been managing money for families since 2002.

Juan holds a Bachelor of Business Administration from the University of Texas at Austin and a Master of Business Administration from University of Wisconsin – Madison. While attending graduate school, Juan worked as a Portfolio Manager for the Applied Securities Analysis Program. Juan also serves on the board of the St. Louise House, the board of trustees and the Alumni Association board of St. Michael’s Catholic Academy, and is on the finance committee for Seton Ascension Texas Healthcare system. He lives in Austin with his wife, Mariana, and his three daughters. Juan enjoys running, skiing, wine, and vacations with his family.

Michele Camp

Partner

Michele Camp is a Partner of Custos Family Office. She serves on the firm’s investment committee and provides holistic, financial planning, and family office strategies to clients regarding investments, trusts and estates, wealth transfer, and pre & post business transaction planning. Michele has over 16 years of experience in the investment and wealth management industry, including the last 7 years at J.P. Morgan’s Private Bank. She works closely with high net worth families, foundations and business owners with an unwavering commitment to understanding each client’s unique goals and objectives in order to provide advice that is truly in their best interest.

Prior to J.P. Morgan, Michele began her career in 2006 as an equity trader for Bridgeway Capital Management in Houston, Texas. She specialized in trading and securities lending on small cap stocks as the sole trader for a $1 billion fund.

Michele earned her BBA in Business Administration from Furman University. She is a native of San Antonio. Committed to her community, Michele serves on the Board of Directors for Christian Assistance Ministry and Founder’s Council. She is also on the Board of Governors at San Antonio Country Club.

Alejandra Pacini

Client Service Director

Coming Soon

Your Family CFO

Market Insights

Austin

9011 Mountain Ridge Drive
Suite 200
Austin, TX 78759

[O]  512.351.7909
[F]  303.536.5316

Denver

2679 W. Main Street
Suite 300-355
Littleton, CO 80120

[O]  303.536.5313
[F]  303.536.5316

San Antonio


7898 Broadway
San Antonio, TX 78209

[O]  210.239.0021
[F]  303.536.5316

Austin

9011 Mountain Ridge Drive
Suite 200
Austin, TX 78759

[O]  512.351.7909
[F]  303.536.5316

Denver

2679 W. Main Street
Suite 300-355
Littleton, CO 80120

[O]  303.536.5313
[F]  303.536.5316

San Antonio


7898 Broadway
San Antonio, TX 78209

[O]  210.239.0021
[F]  303.536.5316

Austin

9011 Mountain Ridge Drive
Suite 200
Austin, TX 78759

[O]  512.351.7909
[F]  303.536.5316

Denver

2679 W. Main Street
Suite 300-355
Littleton, CO 80120

[O]  303.536.5313
[F]  303.536.5316

San Antonio


7898 Broadway
San Antonio, TX 78209

[O]  210.239.0021
[F]  303.536.5316

Contact

Custos Family Office is a registered investment advisor located in Colorado. Custos Family Office and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Custos Family Office maintains clients. Custos Family Office may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Custos Family Office’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Custos Family Office’s web site on the Internet should not be construed by any consumer and/or prospective client as Custos Family Office’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Custos Family Office with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Custos Family Office, please contact the SEC, FINRA or the state securities regulators for those states in which Custos Family Office maintains a filing. A copy of Custos Family Office’s current written disclosure statement discussing Custos Family Office’s business operations, service, and fees is available from Custos Family Office upon written request. Custos Family Office does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Custos Family Office’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Custos Family Office) made reference to directly or indirectly by Custos Family Office in its web site, or indirectly by a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. Certain portions of Custos Family Office’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Custos Family Office’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Custos Family Office, or form any other investment professional. Custos Family Office is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Custos Family Office’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Custos Family Office, or from any other investment professional.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Custos Family Office makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Custos Family Office’s web-site and assume total responsibility and risk for your use of the sites you are linking to.