Robert Lack is a control person of Timonier Family Office and directly owns between 10% and 25% of it. Robert Lack holds a Juris Doctor from the University of South Carolina School of Law and a Bachelor of Science in Finance from Wofford College.
Timonier Family Office is an investment adviser based in Winston Salem, NC, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $450 million, as filed on 10 February 2026. Its fees, ownership and offices are on the firm’s profile.
Robert Lack is Wealth Transfer Advisor at Timonier, where he serves as Estate Planning Advisor covering wealth preservation. Lack has almost a decade of experience helping families organize their affairs and implement strategies designed to protect and preserve their wealth. Lack practices before the IRS and the North Carolina Department of Revenue, including at the audit and appeals levels.
- CRD
- 7355255
- Firm
- Timonier Family Office · CRD 150748
- Role
- General Counsel
- In role since
- February 2020 · 6 years
- Control person
- Yes
- Direct ownership
- 10% to 25%
- Firm headquarters
- Winston Salem, NC
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- timonier.com
Where does Robert Lack work?
Robert Lack has been General Counsel of Timonier Family Office, LTD. since February 2020, and is a control person of the firm.
How can I verify Robert Lack’s record?
Robert Lack’s role is listed on Timonier Family Office, LTD.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 150748.
