Family Offices

We understand that as a family office executive you want experts who truly understand your dynamic. We’re a trusted partner who can spot opportunities, foresee obstacles and provide consultative services to match the unique structure and needs of your family office.

Key Insights

Family Offices Should Take Actions On Risk Management Managing Director Edward Marshall writes about the importance of risk management for family offices, and provides a framework to follow, in Financial Advisor Magazine.

Best Practices to Help Your Family Office Weather COVID-19
Seven practical steps that principals and executives can take to mitigate risk and position their family office for success after this crisis has passed.

Family Office CIO Strategies: Navigating Periods of Market Turmoil Here are a few principles to consider on how to frame, approach and implement investment decisions with family office principals during times of severe market stress.

Manage a Family Fortune? Plane Ticket for the Nanny? No Problem A family office executive’s range of responsibilities are like no other on Wall Street.

Demystifying Risk Management for Family Offices
Today’s family office faces increased privacy and security threats. Understanding how and why you might be at risk can help you avoid common pitfalls and ensure your family office thrives. 

Phone Hacks Can Happen to Anyone. Here’s How to Protect Yourself. Start by knowing what could expose you to an attack, like vacation clues, hotel Wi-Fi and inadequate verification procedures.

Family Offices Enter a Growth Phase
A once-anonymous corner of the financial landscape has become Wall Street’s newest dealmaker. 

Unique Trifecta Creates Wealth Transfer Opportunities
Those families who look to preserve, protect and pass generational wealth recognize a strategic opportunity as interest rates and asset values continue a downward trend. We review wealth transfer strategies families are deploying to capture the unique benefits of these unprecedented market conditions.

Family Office Connections Podcasts

  • Art, Wine & Collectables
    A discussion on the art, wine and spirits, and collectibles spaces and how family offices view these industries.
  • Consolidated Reporting
    A discussion on the history of consolidated reporting, innovations on the horizon, best practices for families looking to start or improve reporting.
  • Impact Investing
    Three different family office principals discuss their unique insights as investors and pioneers in the impact investing space.
  • Fee Intelligence
    Discussion on fee intelligence including how it works and how family offices are driving value and potentially saving money from these evaluations.
  • Life Sciences
    Life science CEOs discuss the state of the industry, innovations on the horizon and opportunities that may arise for family offices and investors.

Upcoming Events

  • Family Office Connections - Summer 2020
    • Coming soon: Cleveland, Detroit, and New York


  • Backed by a robust connection to the industry, our distinctive peer-network platform gives family office clients exclusive access to thought leadership, a community, and exclusive conferences and events.
  • Receive access to our private, trusted-vendor directory, our personal collection of recommended connections.

The powerful financial backing of a large company, but the personal attention and agility of a boutique firm.

Our Team

A dynamic team of senior advisors who have deep knowledge and substantial experience working for and with family offices with expertise in the following competencies: family office organization, governance, risk management, reporting, and investment management.


Bill Woodson Headshot
Bill Woodson Executive Vice President Head of Wealth Advisory and Family Office Services
Eddie Marshall Headshot
Edward V. Marshall Relationship Manager Managing Director
Jason Cain Headshot
Jason Cain Managing Director Senior Wealth Strategist
Richard Perez Headshot
Richard Perez Managing Director 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

Stay In-Touch

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

Our Thinking

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