Harness the power of experience

Through strategic planning, centralized management, and a culture of excellence, EFOA equips families with the tools to build world-changing legacies that extend far beyond financial portfolios.

Join us in shaping a future defined by principled relationships, adaptable governance, and the perpetuation of your family’s most cherished ideals.

In my experience, a family office provides a platform for the family to unify, invest, and give back to society, with shared values and a common purpose.

David Rockefeller Jr

Prerequisites

Family Focused

3-5 Year Exit

HNWI / UHNWI

Change your life today

Family legacy includes all that your family holds dear and wants to preserve in future generations. Great legacies or no accident. A great legacy requires a clear direction and persistent steps taken in that direction.

Lonnie Gienger

Build a foundation, Develop sustainability, Establish culture, Identify unique needs, Forge your destiny …

Leave a Legacy