Compass has established a new division specifically designed to cater to high-net-worth individuals. This initiative underscores the increasingly indistinct boundary between luxury real estate and financial advisory services. Compass Family Office was founded by Cindy Scholz, one of its most prolific agents. It is designed to deliver institution-level real estate service with the discretion, customization, and vision required by ultra-high-net-worth individuals and family offices.
“For high-net-worth clients, property transactions are never just transactions — they’re strategy,” Scholz said in an interview. “Compass Family Office is about meeting those clients where they are, offering the personalized, long-term service they truly need.”
The new company aims to bridge a historically existing gap between high-end residential sales and high-end financial planning. Since global family offices currently manage over $6 trillion in assets — a growing portion of which is invested in real estate — the market potential is massive.
But it’s also underserved. Not all brokerages are structured to navigate clients’ priorities between primary homes, second homes, and investment-quality property across multiple continents — or offer guidance about how those properties align with charitable goals or multigenerational family wealth transfer.
The launch of Compass Family Office comes amid rising demand from affluent buyers. According to the company’s own Ultra-Luxury Report, 307 homes priced at $10 million or more were sold across 83 U.S. markets in 2024, totaling $7.55 billion in volume — a 16.6 percent increase from the previous year.
Compass Family Office will be an invite-only membership model. Scholz will first personally select a small, elite group of agents. The goal is to evolve the effort into a formal network bound together by shared standards and values — and by sharing access to a cross-market, high-discretion client base.
The advisory methodology from the group will include extensive intake consultations to define long-term goals, customized inventory procurement from international markets, confidential implementation, and an ongoing portfolio strategy that involves asset performance, philanthropy, and education for future generations.
Its official opening took place on May 4 in Los Angeles at an invitation-only dinner that overlapped with the Milken Institute Global Conference. Blue Origin hosted the evening, which featured a celebrity chef-designed private dining experience.
