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 trust, communication, and lasting legacies for multiple generations.
Council Family Office Resources
Custodians
Charles Schwab
