Our Team
Your Council Family Office Team
Dedicated to guiding you through the challenges of wealth
Your trusted advisors and strategic thought partners are not only experienced, but they are appropriately licensed and credentialed, many with the following professional designations:
Chartered Financial Analyst® (CFA®) | Certified Financial PlannerTM (CFP®) | Chartered Alternative Investment Analyst® (CAIA®) | Registered Investment Advisor (Series 65) | Certified Public Accountant (CPA) | Juris Doctor (JD)