Family Office Services
For more than 25 years, ultra-high-net-worth families have turned to Whitnell because we have strong family office roots and a history of making the complex simple and manageable for high-net-worth families.
We know how to help ultra affluent families create a unified strategy across all of their complex holdings. We have years of experience working with a wide range of advisors to ensure your strategy is made real. We provide detailed reporting and communication to keep our clients informed on the critical details that matter most to them.
Whitnell’s Family Office Services are administered by independent, objective and knowledgeable professionals who average more than 25 years of experience in their fields. Our team includes specialists with the following credentials: CPA®, CFA®, CFP®, MBA and Masters in Taxation.
Our family office services are designed to provide ultra-high-net-worth families with a wide range of services they need. Families can choose to work with us on a comprehensive or ala carte basis.
“I enjoy serving ultra-affluent families because I value trust and discretion. They often have very complex financial lives and multi-generational stakeholders who see things in different ways. I find satisfaction in leading a team of advisors in a united effort to serve these families exceptionally well.”