Our Values
No products to sell. Your best interests come first.
We align with your interests and deliver objective, independent advice with complete cost transparency.
Multi-Family Office
Personalized services for your personal wealth journey.
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.
How we work
Your wealth. Your unique needs. Your Council Family Office.
It’s not about us, it’s about you. We build relationships around your priorities, not a pre-set product menu.
Our Purpose
Integrated expertise built around listening.
We integrate expertise from all aspects of managing the complexity of wealth, with an emphasis on listening closely, protecting your privacy, and building a reliable relationship.
Our Goal
Protecting wealth for generations.
Our goal is focused on meeting the specific needs of our clients, helping them strive to achieve their financial goals, and protecting their wealth for generations.
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
Our passion is educating businesses and their fiduciaries on how to reduce their retirement plan risk and service their plan adhering to 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.
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