Family Wealth Advisor

Lars Okeson

TIME | PEACE OF MIND | STRATEGY

Our Family Wealth Advisors are your gateway to boutique services, providing overall advice on financial planning and investment strategies. Our family office services include private banking and cash flow strategies, trust and estate planning, wealth transfer strategies, portfolio monitoring and tax planning. We also provide philanthropy advice on private foundations, donor advised funds, annuities and trusts.


What Is A Family Office?

A Family Office is a boutique team of professionals who manage the complex needs of high-net-worth individuals through investment, planning, tax, legal, private banking, concierge, and family services.

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How Does A Family Office Work?

A detailed assessment of your needs and circumstances drives customized solutions designed to move you toward your goals. Your dedicated team coordinates to openly communicate about your plan. New opportunities and technology are combined with personalized services¹ to help streamline and simplify your life.

Read "What Is A Family Office" and "Why You Need A Family Office"

¹ Not all services available to all clients.
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Fee-Only

100% independent, fee-only advisory firm. We do not receive any commissions, revenue sharing, kick-backs, or soft dollars.

You receive complete transparency on the fees you pay for advisory services and investment expenses.

Your portfolio is fully transparent and viewable 24/7 from any device in a secure environment.



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Please call us at 703-468-2700.