Recent Divorcees
For women who weren't the one managing the household finances and are now being asked to make decisions that will shape the rest of their lives.
A New Orleans based multi-family office
Clarity for life’s biggest financial transitions.
Divorce. Passing on wealth. Selling or transitioning a business. Whatever the transition, the questions are the same: what do I actually have, what are my options, and what does my life look like on the other side. We help you understand that before you decide anything.
New Orleans · Metairie · Baton Rouge · Incline VillageServing families since 2023
Who we do our best work for
Whatever brought you here, you don’t have to figure it out alone.
Legacy-Oriented Families
For families ready to pass on more than money: preserving both the wealth and the relationships around it.
Business Owners
For owners approaching a sale, transition, or succession, who need a plan for the money once the business is no longer the plan.
Widows
For women navigating life after the loss of a spouse, who need a steady hand to organize what comes next and protect the life they still want to build.
Attorneys
For family law attorneys who want a clear, credible financial picture for their clients before settlement conversations begin.
Not sure which one fits?
Every situation is different. Start with a conversation, and we’ll help you figure out the right next step.
Your Wealth.
Your Unique Needs.
Your Council Family Office.
Council Family Office serves as an outsourced multi-family office for individuals, business owners, entrepreneurs, senior executives, and multiple generations.
With decades of experience, we understand your needs can vary greatly, and each situation requires a custom solution specific to those needs. Every service we provide is tailored to your needs, with the goal of helping you feel confident and in control of your wealth decisions and your wealth.
It’s not about us. It’s about you.
Learn About Our Family OfficeLearn first. Decide later.
Most of the people we work with come to us before they have spoken to an attorney or made any decisions at all. Our first conversation is confidential, complimentary, and entirely about your situation. You leave knowing more, with no obligation to take a next step.
What we do
An extensive set of personalized services, built around a few foundational pieces.
Here are a few.
Goals-Based Financial Planning
We simplify the complexities of wealth, helping you develop strategies for tax-efficient portfolios.
Strategic Tax Planning
We focus on reducing the stress of tax management for you.
Comprehensive Wealth Accumulation & Liquidity Planning
We help you build wealth while keeping cash accessible, so you can act when opportunities or emergencies arise.
Estate & Legacy Planning
We help you consider appropriate asset protection and liability management tools.
Retirement Plan Guidance
Educating businesses and their fiduciaries on how to reduce retirement plan risk and service their plan in line with ERISA and DOL guidelines.
Investment Advisory Services
Investing done well is more than making money.
Wealth Transfer Guidance
We focus on reducing the stress of tax management for you.
Free guide — no cost, no obligation
Passing It On Without Passing Down Conflict
How families move wealth to the next generation with less lost to taxes, and fewer disputes among the people they love.
- The beneficiary review most families skip
- How to prepare heirs before the money arrives
- Conversations to have while everyone is well
Our team
Your Council Family Office team.
Dedicated to guiding you through the challenges of wealth. Your advisors and strategic thought partners are experienced, licensed, and credentialed — many holding the CFA®, CFP®, Series 65, or Juris Doctor designations.
Start with a conversation, not a commitment.
The first meeting is confidential, complimentary, and entirely about your situation. You leave understanding more than when you arrived — whether or not you work with us.
Schedule a Consultation