Family Office Services

Ellsworth Advisors and our affiliated partners maintain the experience and expertise to structure, establish and manage family offices for high net worth individuals and families. Family offices tend to be as unique as their individual family members. Whether the goal is to maintain a discreet office to manage existing wealth or drive deal flow and partnership opportunities by maintaining an active, networking office, Ellsworth Advisors can help.

Ellsworth Advisors helps assemble all the necessary resources in one place to manage and monitor the family office from top to bottom. Some of the services we bring together to support a family office include investment management, asset management, private equity, private real estate, accounting services, bookkeeping services, tax, legal, insurance, estate planning, transition planning, financial literacy education, charitable giving and website development and maintenance. We maintain the capability to provide a full suite of back office to support a family office and thus eliminate the need to build from scratch.

We also provide concierge services including travel, event management and professional security services. Our family office services provide a one-stop program for individuals and families looking to manage their assets and business interests in-house.