About Us
Whether creating a family office or seeking to revitalize an existing family office 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.
The family vision is enacted thru the creation of an investment policy statement and family Governance plans. We structure the family office to meet your goals and objectives. Then executed through specific investments, philanthropic goals while synchronizing best estate tax planning and tax results. Upon this base, we further review asset allocation, investment positions, performance, fees, and existing money managers.
Our Team
Ed Kleist
Ed Kleist has over 25 years of executive experience. He has earned the CPA designation and was a Senior Audit Manager with Deloitte and has served as CFO and COO of several private companies (as well as multiple family offices). Each family represented a different challenge and opportunity. He was responsible for all aspects of the family office ranging from administrative back office to investment management.
Given the diversity of the families, he has been exposed to all asset classes, including direct real estate and operating companies. Often acting as the interim COO/CFO. He has held 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 Brady
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.
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