Multi-Family Office
Personalized Services for Your Personal Wealth Journey
Your Wealth.
Your Unique Needs.
Your Council Family Office.
Council Family Office serves as an outsourced multi-family office serving 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!
Our Values
We have no products to sell. As a fiduciary our clients' interests come first. We align with your interests and deliver objective, independent advice with complete cost transparency.
Our Purpose
We integrate expertise from all aspects of managing the complexity of wealth, with an emphasis on listening closely, protecting your privacy, and building a high-trust relationship.
Our Goal
Our goal is focused on meeting the specific needs of our clients, helping them achieve their financial goals, and protecting their wealth for generations.
We deliver an extensive set of personalized services across key foundational components of wealth management. Here Are a Few!
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.
