Family Office Services

Today’s financial landscape is far more complicated and volatile than it was just ten years ago. In this environment, a multidisciplinary team approach is absolutely essential. Your Managing Directors are supported by a team of highly credentialed Family Office Fellows who specialize in diverse areas such as taxation and insurance, estate planning, philanthropy and asset protection.

Managing Director & Family Office Fellow
Scott M. Simmons, JD, LL.M.
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Managing Director and Family Office Fellow
Kara J. Talbott, MSIA, CPA/PFS, CFP®
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Managing Director & Family Office Fellow
Julia S. Weaver, JD, LL.M.
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