Family Offices and High Net Worth Individuals

Hard work. Sacrifices. Saving. Building your wealth took effort and savvy, you want a team whose focus is your financial well-being now and for future generations. For more than 40 years, Ellwood has provided independent guidance to family offices, and high net worth individuals and families. We think long-term and objectively, we act with personal attention and customized solutions.

Our dedicated family office practice focuses on the issues important to you and your family:

  • Value-added after-tax returns
  • Generational planning
  • Tax efficiency
  • Liquidity
  • Charitable giving

As a trusted advisor, we build close relationships with your family members and provide education on risk and returns, budgeting, and philanthropy, as well as industry trends, such as environmental, social and governance (ESG) investing in the public markets. Our alternative investment research identifies opportunities in new investment structures and areas.

We provide financial guidance that looks out for your best interests today and for those of future generations, and work in concert with your team of advisors. With Ellwood, you have advice that you can feel confident about, professionals you can depend on, and goals that align with yours.

Need general information about our services? Contact us.