Family Office Fellows

Your Managing Directors are supported by a team of highly credentialed Family Office Fellows who are dedicated full time to family office services.

The Family Office Fellows are a team of subject matter experts including attorneys, CPAs and CFP® professionals with diverse backgrounds in multi-generational wealth transfer planning, federal estate and income tax planning, charitable planning, business succession and comprehensive financial planning. The Family Office Fellows provide insights and recommendations based on each client’s specific situation and needs, all designed to ensure our client’s unique goals and objectives will be accomplished.

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