Oval Family Office
It’s not just about the numbers, it’s how the numbers work for the family.
Testimonials
Our Team
We work with the family to evaluate and create overarching, unique, mission statement, outlining the goals and aspirations of the family.
Ed often engages as a CIO, COO and CFO. He holds his series 7 & 66 licenses and in addition to his family office roles has had various positions with private banks and Investment management firms. He has the unique combination of accounting, management and investment expertise. He continues to be a trusted adviser and consultant to HNW individuals and their families.
Andrew has 15 years accounting and financial analysis, developing a strong practical experience in all entity structures, capital formation, operational management and accounting in many business types and models. Andrew has developed financial models for emerging families and their businesses as well as analytical tools for continued evaluation of portfolio business performance.
Our services
We begin with determining the purpose of the family office.
We work with the family to evaluate and create overarching, unique, mission statement, outlining the goals and aspirations of the family. This is the foundation we use to create a clear plan for wealth and family legacy.
Copyright © 2021