About Family Office Association
Family Office Association is a highly selective membership and in-person/digital events organization. We are dedicated to the multigenerational success of families, the thriving and understanding of family members of all generations (Traditional, Boomer, NextGen, Millennial, Gen Z), and the family offices that work with pride and distinction in supporting all five capitals (financial, human, intellectual, social, and spiritual) of the families they serve.
Family Office Association is dedicated to bringing a uniquely beneficial understanding of family and family office best practices, anchored by our proprietary research and content and highlighted by our personal relationship with the most knowledgeable experts. We are attuned to future trends and rising generations and understand how best to help with transitions.
About Jennifer Katrulya,
Jennifer Katrulya is President of Family Office Association. As part of her 28 years of experience working with clients across the United States and internationally, Jennifer has worked with family offices, leading private equity and venture capital firms, professional services companies, staffing companies, healthcare organizations, high-growth technology companies, and other niche groups. This broad range of experience has largely resulted from family offices frequently asking for fractional professional support with their family office advisory needs, as they create and scale new companies, and as they acquire existing high-growth companies.
As a partner in a national advisory firm, Jennifer Katrulya is responsible for developing strategic and channel relationships for the firm, in addition to providing similar advisory and outsourced C-Suite services to a range of privately-held companies and family offices.
Jennifer has been asked to assist with the vetting and due diligence process for potential acquisitions, provide guidance for accounting departments needing to implement or fine-tune their pricing structures accounting policies, provide Quality of Earnings and Fairness Opinion engagements, provide guidance for accounting departments needing to implement or update their technology and best practices, and address a wide range of other strategic and operational challenges.
She is the founder of ROI Mastery, which provides group and individual advisory and support solutions for start-up and high-growth privately held companies. She is also the founder of the Family Office Leadership Network, which provides group and individual advisory services for current and rising leaders of single family offices. Jennifer serves in a leadership role (new title announcement is pending) at Family Office Association, a highly selective membership and in-person/digital events organization dedicated to the multigenerational success of family offices.
Jennifer is frequently asked to help form and run company advisory boards, present at Board of Directors meetings, facilitate company retreats, and appear as a speaker.
Prior to joining her current firm, Jennifer was a Practice Leader at a top Midwest CPA firm, and she was the co-founder of Block Small Business, a wholly owned subsidiary of H&R Block. Jennifer was also the owner of a highly successful CPA firm that provided accounting and advisory services to clients within the U.S. and internationally. She has been recognized at one of the “Top 100 Most Influential People” by Accounting Today, and one of the “Top 25 Most Powerful Women in Accounting” by CPA Practice Advisor.
About Rush Olney,
Co-President, Head of Operations, Advisory Services, and International Programming
Rush Olney is a dynamic leader and accomplished professional with a diverse background spanning military service, finance, and entrepreneurship. With over 24 years of experience, he has excelled in various roles and industries, demonstrating his exceptional skills and expertise.
Rush began his career in the military, where he served domestically and abroad, particularly in the Pacific Theater. His dedication and commitment to service laid the foundation for his subsequent accomplishments.
After completing his military service, Rush embarked on an academic journey to broaden his knowledge and skills. He successfully earned a Bachelor’s degree in Finance and an MBA in Entrepreneurship and International Business. Concurrently, he joined State Street Bank and Trust as an analyst, where he played a pivotal role in managing pricing, analysis, and human capital for some of the world’s largest pension and investment funds. This experience honed his financial acumen and provided valuable insights into the global market landscape.
During his tenure at State Street, Rush crossed paths with Dave Cummings, the esteemed Founder and Owner of Tradebot Systems and BATS Exchange. Recognizing Rush’s exceptional talent, he invited him to join the firm. Rush swiftly rose through the ranks, assuming the position of trader and eventually being promoted to Team Lead, Head of Trading, and Senior VP of Tradebot, one of the leading high-frequency trading (HFT) firms in the automated trading space. His role at Tradebot exposed him to diverse markets and asset classes, including Venture Capital, Private Equity, and Real Estate. This breadth of experience allowed Rush to gain a comprehensive understanding of alternative investments and develop a keen eye for lucrative opportunities.
Currently, Rush serves as Co-President of the Family Office Association, where he brings his wealth of knowledge and expertise to the table. His exceptional leadership skills, coupled with his deep understanding of finance, entrepreneurship, and alternative investments, make him an asset to the organization. Additionally, Rush manages a portfolio of business ventures and investments and consults on behalf of Citrin Cooperman, an accounting and advisory firm based out of New York.
In addition to his professional achievements, Rush is known for his strong work ethic, integrity, and dedication to excellence. He consistently seeks out new challenges and opportunities for growth, demonstrating his unwavering commitment to personal and professional development.
With a proven track record of success and a passion for innovation, technology and business geared towards objective social benefit and development, Rush Olney continues to make significant contributions to the finance industry and beyond. His remarkable journey and diverse experiences uniquely position him as a trusted advisor and thought leader.
About Mike Packman,
Mike Packman is Chairman of Family Office Association, leading the future direction and strategy of the company.
Additionally, Mike is the Founder and CEO of Keystone National Properties (KNPRE). Mike founded KNPRE to build a business that provides accretive impact and tax-advantaged investment opportunities for family offices and other high-net-worth individuals. As CEO, he is responsible for creating and leading the execution of the firm’s long-term business strategy, identifying new opportunities for impact and growth, structuring investment opportunities, as well as building and maintaining the firm’s relationships.
Mike is a seasoned entrepreneur in the private equity and real estate sectors. His expertise includes fund formation, developing and successfully implementing strategies for accessing capital, as well as asset management. Throughout his career, he has closed on hundreds of millions in transactions. Over the last two decades, Mike has built numerous successful businesses. In addition to KNPRE, he is the owner of several businesses in the financial technology, family office, and wellness industries.
Mike is the 1031 exchange expert for the New York Real Estate Journal and has been featured in the Real Deal. Mike, a sought-after real estate investment thought leader, has presented at numerous nationally recognized family office events and business conferences. He has shared the stage with world-renowned business leaders, including Tony Robbins. Passionate about the firm’s founding principle — Doing Well by Doing Good, Mike generously donates time, talent, and money to non-profit organizations committed to making the world a better place.
If you have any questions, concerns, or inquiries, please reach out to us!
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The Family Office Association is an affinity group dedicated primarily to the interests of single family offices. Family Office Association is intended to provide members with educational information and a forum in which to exchange information of mutual interest. Family Office Association does not participate in the offer, sale or distribution of any securities nor does it provide any investment advice. Further, Family Office Association does not provide tax, legal or financial advice. Click to Full Terms of Service