Locations

Family Offices

Our team of experts have extensive experience understanding and managing the types of complexities that only family offices experience because we’ve been there, ourselves. We’re a strategic partner that can help spot opportunities, foresee obstacles and provide consultative services to match the unique structure and needs of your family office.

 

How We Help

Tailored Solutions

Addressing your biggest challenges, from the perspectives of those who truly understand family offices.

Advice on Deal Flow

Independent advice and recommendations founded in our experience and industry connections.

Strategic Consultations

Leadership, staffing, and managerial insights to help you oversee your family office.

Expert Network

Knowledge of and access to appropriate family offices service providers across a wide range of needs.

Curated Communities

Peer-to-peer collaboration opportunities through numerous forums and venues.

Areas of Expertise

Our team of experts shares their critical thinking on areas impacting your family office. Browse content below or sign up for regular updates from our experts

Risk Management

Helping you protect your family from physical, financial, and cyber security threats.

Philanthropy

Guiding your family to achieve their philanthropic goals, including philanthropic governance across generations and enhancing your charitable giving strategy.

Investment

Providing expert guidance on managing liquidity needs, direct investing, access to deal flow, and advice on responding to market opportunities and challenges.

Finance

Addressing your biggest challenges with family office best practices from the perspective of those who truly understand.

Next Generation

How to educate the next generation on wealth and its responsibilities, along with guidance on succession planning, trust, and family governance.

 

Family Office Connections Podcasts

Surveying the Risk and Threat Landscape to Family Offices

Listen to our podcast series detailing the results our survey of the risk and threat landscape to family offices.

Listen Here

Want to hear more? 
Sign up for regular updates.




Our Commitment

We understand you can never have enough time, so we help make the most of yours.

Our mission is to always go beyond what’s expected to add value to your life where it matters most.

Focusing on what we know you need, means that we’ll stick to Private Banking solutions and won’t try to sell you services you don’t need.

Get in Touch with Us

Family Office Events & Webinars

Upcoming Events

Want to stay updated on upcoming events? Let us know.

More Resources for Family Offices

Insights and Resources

Family Office leadership, staffing, and managerial insights and resources to help you oversee your family.

Our Team

Our team of experts have experience understanding and managing the type of complexities that only family office executives experience because we’ve been there, ourselves.

 

Bill Woodson Headshot
Bill Woodson Executive Vice President Head of Wealth Advisory and Family Office Services
Eddie Marshall Headshot
Edward V. Marshall Managing Director
Jason Cain Headshot
Jason Cain Managing Director Senior Wealth Strategist
Richard Perez Headshot
Richard Perez Executive Vice President Chief Strategist
John McGuinness Headshot
John McGuinness Managing Director Relationship Manager
David Lancaster Headshot
David Lancaster Managing Director Relationship Manager
Joan Young Headshot
Joan Young Managing Director Relationship Manager
Tracy Tuens Headshot
Tracy Tuens Senior Business Development Officer Managing Director
Andres Coles Headshot
Andres Coles Managing Director Relationship Manager

Stay In-Touch

Sign-up below to receive Family Office updates, or email us with questions at 
[email protected].

Our Thinking

Read More of Our Thinking

 

 

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