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Family Office Division:
Grow and Protect Your Family's Wealth

Institutional-quality, boutique family office wealth management solutions. Guidance to build the financial foundation you need to pursue the life you want for you and your family.

Our Strategic Partners

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What Can the W Do for You?

We are committed to serving your family with the utmost integrity, earning trust by truly listening to help find the right sources to meet unique needs, no matter the size and complexity of the office.

Multi-Generational Families

Ultra-High Net Worth

Tech Entrepreneurs & Executives

Athletes & Entertainment

Integrative Services to Meet Your Needs

Our services are customizable and are designed to be fully integrative through a carefully coordinated process executed by our large staff and strategic local partnerships.

Goals-Based Planning | Investing

Tax Planning | Strategy

Wealth | Liquidity Planning

Risk Management | Protection

Family Education | Governance

Estate Planning, Trusts, | Philanthropy

Family Lifestyle | Wellness

Real Estate Strategy | Management

$3B+

Assets Under Management

 Top 100 Financial
Advisors 2024

11

Nationwide Offices

When Wealth Is More Than A Balance Sheet 

Wealth is many things to many people. And "what can it do for you?" is a question that lies at the heart of all we do for our clients. The answer to that question is what we're here to help families and teams unlock. It's how the W Family Office can help you establish the lifestyle and legacy you want with your wealth.

Family is Core to Who We Are

We're a second generation firm who understands the idea of generational momentum and legacy. 
As we've grown to multiple offices in multiple states we don’t lose sight of what’s most important.
We understand the complexities that come with that commitment, but the benefit has always
outweighed the challenges.

When You Need An Everything Team

You have sophisticated needs. You need an elevated service partner who can see what you can't,
who can solve what you haven't. Being truly integrative means we've perfected streamlined
processes and we can coordinate the finest details beyond asset management to manage
anything that effects your wealth picture. 

We're Focused on Delivering Results

We build multi-generational relationships with our clients’ families and family office teams to understand
their definition of success and we know that plays out over time. But we're equally committed to proving
our value in the short-term by working to save you time, grow your portfolio, enrich your lifestyle, and
help you pursue your passions with more support.

Meet the W Family Office Team

Meet the W Family Office Team

Our team of professionals have over a century of combined experience in financial services. Whether you are looking to start building wealth, plan for retirement, or preserve your assets, our client-centered team is ready and able to start you on a path toward success.


What To Expect from the W Team

Your Interests Come First

As a fiduciary firm, we are obligated to work in your best interests

Advice You Can Trust

Without outside affiliations or commissions, you can be confident in our advice

A Simplified Approach

Centralized solutions, a dedicated client service team, and integrated reporting

Fees That Make Sense

Simple, transparent, fee-only planning model

Optimize Your Wealth and Cement Your Legacy

Contact Us Today

No matter what your family needs, our experienced professionals can help manage every part of your family office financial situation. Tell us how we can help you today.

*Barron's Top 100 Financial Advisors: Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.