Council Family Office
A Multi-Family Office
Our clients find us when they’ve outgrown the rest.
Our strategically assembled team of qualified, credentialed financial advisors, attorneys, tax, and investment professionals, allow us to create tailored solutions ranging from traditional financial planning approaches to sophisticated strategies, all designed to optimize and simplify the complexities of wealth.
The Council Family Office team is passionate about providing your business and family a combination of experienced guidance and comprehensive wealth advisory services that creates a relationship of confidence, communication, and lasting legacies for multiple generations.
Council Family Office Resources
Custodians
Charles Schwab
Council Family Office has partnered with Independent Advisor Alliance, a Registered Investment Advisor. IAA provides its affiliated advisors with a broad range of customized support services designed to optimize efficiencies and ease operational burdens. This affiliation with Independent Advisor Alliance allows Council Family Office to focus solely on financial planning, asset management, and providing exceptional service to their clients.
