Family Office Advising
Family Office Advisors
Our Family Office Advisors hold accreditations such as CERTIFIED FINANCIAL PLANNER(™), Certified Family Business Advisor (CFBA)®, Certified Family Wealth Advisor (CFWA)® or Accredited Investment Fiduciary™. We earned B-Corporation Certification, as well as Firm-Wide Fiduciary status from the Institute for the Fiduciary Standard; making it clear that our clients best interest come first. You can find out more about each of our Advisor’s Qualifications here.
We work with select High Net worth and Ultra High Net Worth families to align their investment, business, and long term family priorities. For example, this may include establishment of a Professional Advisory Team, leading Family Meetings, providing multi-generational Estate Planning, Family Business Succession strategies, Establishing a Family Office, providing Charitable Giving strategies, potential Commodification of Business or Assets of Business, Financial Analysis, and Strategic and Business Planning.