Elite Family
The Family Office for Elite Families
We’re your family office, a team of financial professionals that brings together every aspect of your financial life under a single, coordinated strategy. Our team-based approach integrates investment management, tax planning, estate strategies, and lifestyle services, all tailored to your unique needs and goals. A human-centered approach empowers you to focus on what matters most: creating a wealthy, flourishing family for decades to come.
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Elite Family Office
What do you need to be successful for 100 years?
A family office with a holistic team approach can lay the foundation for a century of success by integrating financial planning, investment management, and lifestyle services. This comprehensive strategy ensures that every aspect of wealth management is covered, allowing families to preserve and grow their assets across generations.
Erik Averill
Partner, Senior Private Wealth Advisor
CAREER STAGE
For every stage of your career, we’ve got you covered.
The life and career of a elite families are complex. Get a family office with team members who have been there, done that, and can guide you every step of the way.
Startup
Navigate the startup phase with confidence.
You've been here before, we're here to make it less of a grind.
Scale
Your growing business. Your growing family.
Between work and life, we're here to help.
Exit
You've proven your success with an exit.
You've put in the blood, sweat, and tears. We'll help you make it last for years.
Investor
Putting your wealth to work.
WIth the right team, you can plan for all aspects of investing.
Legacy
Turn your success into generational wealth.
Retirement isn’t the end—it’s the beginning of a new chapter. Our experts assist in transforming your hard-earned success into lasting financial independence for you and your family.
LIFE STAGE
We’re here for the rest of life, too.
Family Office Resources
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our wealth philosophy
What does your wealth look like in 100 years?
The sobering reality is that 90% of ultra-wealthy families lose their wealth by the third generation. Our mission is to ensure you’re part of the 10% who break that cycle, building and sustaining a legacy of wealth that flourishes for generations.
Technical services
We’re professionals. Ask us anything.
Talk to an expert
We’re here to help you navigate.
Make the most of your money with strategic venture capital investments.