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.

The family office is the glue that holds everything together. It is the institution that ensures that the family’s values and legacy endure.

Jamie Dimon

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

A family office can be a powerful tool for empowering the next generation of leaders, providing them with the resources and support they need to succeed.

Eduardo Saverin

The single most important thing in life is family. The family office is a way to preserve and grow wealth for future generations while also providing a framework for the family to stay connected.

Steven Roth

Family is the foundation of everything we do. A family office can help to create a legacy that will endure for generations to come.

Ken Griffin


Family Focused

3-5 Year Exit


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