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