Founder & CEO
Entrepreneur. Family office industry leader. Lover of tax-efficient investing. World traveler.
A natural problem-solver, Rhona sees the family office as a trusted partner; offering expertise, research and the necessary tools to help families achieve their goals.
Family Office Director
Procedures go-to. Financial statement specialist. Broadway show fan. Handicraft maker.
Barb’s background in banking operations, coupled with her forensic accounting and research skills, are a great asset for the complex families she serves.
Manager of Family Office Operations and Senior Family Office Advisor
Operations back-bone. Client service scholar. Jack-of-all-trades. BBQ pit master.
Always on-call, and willing to offer a helping hand, Greg is a problem solver for his client families and the firm.