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.