MEET OUR CURRENT COUNCIL
R. Scott Beach
Day Pitney, Attorney at Law
Charles Lowenhaupt
Lowenhaupt Global Advisors, Director
Travis Leach
Dentons, Partner
Mike Packman
Keystone National Properties, Principal
Joseph Scalio
KPMG LLP, Senior Lead Tax Partner
Brad Sprong
KPMG LLP, Private Markets Group Tax Industry Leader & Office Managing Partner
Lonnie P. Gienger
Wilkinson Family Of Companies, Chief Executive Officer
David McKinney
Wilkinson Family Of Companies, Managing Director and Executive Vice President
Kevin Ellman
Wealth Preservation Solutions, CFP, CEO
Paul D. Miller
President, Wealth Preservation Solutions
Emily Donaldson De Voto, PhD
Mindset Coaching
Joelle Jarvis
Mindset Coaching
Daniel Morris
Morris + D’Angelo CPAs, Senior Partner
Gene Reilly
Greenwich Quantitative Research, Founder, CIO
Jason Isaacson
IP Capital Partners, CFA, President
Rick Lopes
Sage Intacct, Account Executive
Alexander Todorovic
Managing Partner, Accordia Group, LLC
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