Custos Family Office Logo White
noun | cus·tos | ˈkuˌstōs : latin for guardian, keeper
Custos Family Office Logo White
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, only an estimated 10% of advisors are legally bound to act as fiduciaries2. 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

CFO-Shield-Grow
CFO-Shield-Transfer
CFO-Shield-Protect
CFO-Shield-Operate

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. Peter the Apostle Catholic Church in Austin. Mitchell also serves on the board of the Townlake YMCA of Austin.

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.

Chase Rodawig

Partner

Chase Rodawig is a founding partner of Custos Family Office. He serves as the Chief Compliance Officer for the firm and sits on the investment committee. His focus as a member of the investment committee is on understanding clients’ goals and working to deliver investment solutions that help achieve them. Prior to co-founding Custos, Chase spent 5 years as an analyst and investment specialist with the J.P. Morgan Private Bank in Denver, where he worked with high net worth individuals, families and foundations on managing their assets and liabilities.

Before joining J.P. Morgan, Chase interned with the Office of George W. Bush in Dallas, Texas. Chase graduated Magna Cum Laude with a BBA in Finance from Southern Methodist University. He lives in Denver with his dog, Gretchen and enjoys golfing, skiing, and being outdoors.

Chase Rodawig

Partner

Chase Rodawig is a founding partner of Custos Family Office. He serves as the Chief Compliance Officer for the firm and sits on the investment committee. His focus as a member of the investment committee is on understanding clients’ goals and working to deliver investment solutions that help achieve them. Prior to co-founding Custos, Chase spent 5 years as an analyst and investment specialist with the J.P. Morgan Private Bank in Denver, where he worked with high net worth individuals, families and foundations on managing their assets and liabilities.

Before joining J.P. Morgan, Chase interned with the Office of George W. Bush in Dallas, Texas. Chase graduated Magna Cum Laude with a BBA in Finance from Southern Methodist University. He lives in Denver with his dog, Gretchen and enjoys golfing, skiing, and being outdoors.

Your Family CFO

TL Headshot

Austin

Coming
Soon

[O]  512.351.7909
[F]  303.536.5316

Denver

44 Cook Street
Suite 700
Denver, Colorado 80206

[O]  303.536.5313
[F]  303.536.5316

Austin

Coming
Soon

[O]  512.351.7909
[F]  303.536.5316

Denver

44 Cook Street
Suite 700
Denver, Colorado 80206

[O]  303.536.5313
[F]  303.536.5316

Austin

Coming
Soon

[O]  512.351.7909
[F]  303.536.5316

Denver

44 Cook Street
Suite 700
Denver, Colorado 80206

[O]  303.536.5313
[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.