Compass agent launches Family Office Team, expands advisory model

A new advisory group focused on high-net-worth real estate clients has launched within Compass, expanding an existing network designed to serve family offices and multi-generational wealth portfolios.

The initiative — called the Family Office Team — was founded by agent Cindy Scholz and builds on the firm’s existing Family Office Division, which provides access to exclusive residential listings through Compass’s national network.

The newly formed team is designed to handle the execution side of transactions, including acquisitions and dispositions, while coordinating long-term portfolio strategy across markets.

The Family Office Division will continue to function as the access point for curated property opportunities, while the new team focuses on managing deals and advising clients across multiple geographies and investment timelines.

Scholz said the model is intended to address gaps in traditional brokerage services for ultra-wealthy clients.

“For families managing real estate across multiple markets, the problem has never been finding properties. It has been finding an advisor who understands the full picture,” she said. “The Family Office model was built to address that gap, first through access, and now through execution.”

Scholz has more than two decades of experience in luxury residential real estate, working across markets including New York City the Hamptons and other high-end destinations.

Her transaction history includes more than $3 billion in family portfolio deals, including a $680 million acquisition involving Blackstone.

She has worked with more than 300 families and reported an average sales price exceeding $10 million.

The launch comes as family offices continue to expand their role in global investment markets.

Industry estimates place total assets under management for family offices between $5 trillion and $6 trillion, with projections reaching up to $9 trillion by 2030, Compass said.

The Family Office Team is structured to serve clients who integrate real estate into broader wealth strategies, often spanning multiple generations and geographic markets.

The team operates on a referral-only basis and is not open to the general public.

Its current advisory footprint includes markets such as New York City, the Hamptons, the Hudson Valley, Miami, Palm Beach, Dallas, Aspen and Jackson Hole.

The launch reflects a broader trend of brokerages building specialized divisions to serve institutional and ultra-high-net-worth clients with more integrated advisory services.

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