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Previous Lead Financial Advisor Next Director of Wealth Management
CAN-2025-EUNLAS

Family Office Executive

Function: Client Services Location: Southwest

Years of Experience

18+ years

Overview

Family office executive with 18+ years of experience managing complex family wealth and coordinating comprehensive services. Expert in family governance, philanthropic planning, and multi-generational wealth transfer.

Skills

Family Office Management Family Governance Philanthropic Planning Wealth Transfer Service Coordination Family Dynamics Estate Planning Tax Strategy Alternative Investments

Education

MBA in Family Business, Kellogg School of Management
BS in Business Administration, University of Texas

Certifications

CFP, CPA, Family Business Advisor

Full Description

Executive focused on comprehensive family office services and multi-generational wealth management.

  • Managed family office serving $500M+ in family assets
  • Developed family governance structures and policies
  • Coordinated philanthropic initiatives and foundation management
  • Implemented multi-generational wealth transfer strategies
  • Managed relationships with 20+ external service providers

Contact Information

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