Our Story

Council Family Office (CFO) is an independent multi-family firm providing personalized service, objective advice, and comprehensive financial services to HNW individuals, families and businesses.

As fiduciary advisors, our clients’ interests come first, which means we don’t sell products. We create relationships with our clients which affords us the opportunity to provide a service offering tailored to meet the specific needs of every client and family with whom we work.

Since the 1990’s we’ve observed one reoccurring theme. The families and clients we serve are looking for more than financial planning services. Rather, they seek a deep understanding of their entire financial situation. Our service offering is tailored to provide that and is implied in our name: Council Family Office.