*Seeking Partner* I Want to Start a Small Family Office in Carolinas

In 2026, one of my biggest strategic goals is to establish a dynamic plan that's efficient for me, partners involved, and benefits my family and community. -Seeking Family Office Partner- -Goals- 1. Establish a family office investment firm local to the Carolinas. However, the investment strategy doesn't need to be in the Carolinas. 2. Investment strategy matches the industries WE have interest & extensive experience in. Including but not limited to trades, home services, accounting, laundromats, etc. I'm open to learning a new industry if the investment strategy supports it. -Requirements- 1. Local to Carolinas OR willing to meet in person consistently. (Southeast preferred) 2. Community minded. Motivated by ROI is very important but one of the pillars of the firm should be help first mentality with legitimate interest in helping the community. 3. Preferable in 50s or younger. I want to grow together. 4. Preferably done this before OR been a part of a team who has. And wants to keep it small, low to medium risk. I value stability over growth and would prefer to keep a lean, nimble, and adaptable team. As I See My Role: -Deal sourcing, leverage our firm resources -Support the partner Partner's Role -Structure the firm -Raise capital -Support the partner Core Values -Stewardship (We manage what we don’t own outright, capital, trust, and time) -Judgment Over Dogma (We value context, tradeoffs, and experience more than rigid rules or trends) -Alignment Before Return (We do not separate financial outcomes from human consequences) -Quiet Integrity (We operate with discretion, honesty, and restraint especially when no one is watching) As a result, I would really appreciate any similarly minded connections from this community. Please see my DISC profile above. I do not post often so it's best to contact me via LinkedIn. https://www.linkedin.com/in/james-gorzynski-cepa%C2%AE-9aaa6919/