What the Ultra-Wealthy Have Had Since 1882.
Now Built for Everyday Families.
For more than a century, a private team of investment, tax, insurance, and legal experts was something only the very wealthiest families could justify. Our Fractional Family Office puts that team on your side of the table.
A Portfolio Is Not a Plan.
Your Advisor. Your Team.
The problem
Your advisor sells products. Nobody owns the whole plan.
Our solution
One coordinated plan
Investments, taxes, insurance, and estate built together as one plan, not sold to you one product at a time.
The problem
You can’t tell how your advisor gets paid, or whose interest comes first.
Our solution
Fiduciary advice. Pay disclosed.
Investment advice is given as a fiduciary. Advisory fees and any insurance commissions are disclosed up front, in writing.
The problem
You got portfolio management and were told it was planning.
Our solution
Comprehensive planning
A plan that answers income, taxes, long-term care, and legacy, not just the market.
The problem
Everyone gets the same 60/40 portfolio, whatever their life looks like.
Our solution
Built around your situation
Strategy designed around your income needs, your tax picture, and your timeline instead of a model portfolio.
The problem
Your CPA, attorney, and insurance agent never talk to each other.
Our solution
A team of specialists
Investment, tax, insurance, and legal professionals working one shared plan, alongside the professionals you already trust.
1882
“Own nothing, but control everything.”
The rule attributed to John D. Rockefeller
Nominal dollars, not adjusted for inflation; the family’s combined wealth has never been known precisely. After lifetime gifts of about $540 million by John D. alone. Sources: Wikipedia, “John D. Rockefeller” and “Rockefeller family”; Forbes, America’s Richest Families (2016 via Fox Business; 2026, as of 6/29/26). For illustration only.
Rockefeller watched wealthy families lose everything to estate taxes, family disputes, and lawsuits. There is an old saying for it: shirtsleeves to shirtsleeves in three generations. He decided his family would be the exception.
In 1882 he set up what is widely considered the first family office, a private team dedicated to one family’s money. As the story is usually told, trusts owned the assets on paper while the family kept control of every decision, and permanent life insurance refilled the family fund as each generation passed.
When he died in 1937, his remaining fortune, most of it already held in permanent family trusts, was estimated at $1.4 billion. Nearly 90 years and seven generations later, Forbes puts the family’s wealth at $12.5 billion, shared by a family that counted about 150 direct descendants as early as 2006. Most fortunes are gone by the third generation. This one is still growing.
The old way
An advisor, a CPA, an attorney, and an insurance agent who never meet, each solving one piece.
The Zoop way
One team, one shared plan, working alongside the professionals you already trust.
Zoop Provides Access To
One team, twelve disciplines. Hover or tap a card to see what each one does for your family.
Explore estate planning at Zoop Benefits, our sister company
Zoop Alpha Advisors provides investment advisory services. Insurance, tax strategy, accounting, estate planning, and business services are provided by Zoop Benefits, an affiliated company under common ownership, or by independent professionals, and are not investment advisory services of Zoop Alpha. Insurance products are offered through licensed agents who earn commissions. Tax outcomes depend on your situation and are not guaranteed. Zoop Alpha does not provide tax or legal advice.
All delivered through a coordinated team model — a Fractional Family Office.
Would you be opposed to seeing if it fits?Important Risk Disclosures
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results and is not indicative of future performance. There is no assurance that any investment strategy will achieve its objectives.
Insurance Products: Insurance products are not deposits, are not insured by the FDIC or any federal government agency, are not guaranteed by any financial institution, and may lose value. Guarantees are based on the claims-paying ability of the issuing insurance company.
Insurance Commissions: Insurance products are offered by licensed insurance professionals, who may be affiliated with Zoop Alpha LLC and who receive commissions on insurance sales. Those commissions are in addition to any advisory fees and give them an incentive to recommend insurance products, which is a conflict of interest. When selling insurance, they act as insurance agents, not as investment adviser representatives. You are under no obligation to buy insurance through them. See Form ADV Part 2A and Form CRS for details.
Zoop Alpha LLC is a registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. This information is not intended as a solicitation or an offer to buy or sell any security or investment product. This material does not constitute investment advice and is not intended as an endorsement of any specific investment.