LL.B. CFA CFP CIM
First Affiliated provides integrated health, wealth and lifestyle management to busy and successful families. Guided by your familyï¿½s values and aspirations, we help you to define your finest life, ensure financial security, and create a family legacy. Working together with your other trusted advisors, we help simplify complex matters and optimize your affairs to meet your family goals, allowing you to focus on the things you do best and enjoy most.
Director of the Social Investment Organization
First Affiliatedï¿½s family office services are suitable for corporate executives, business owners, families with members in multiple countries, or any family with complex financial needs including succession planning issues or health issues. Typically the families we work with have accumulated net worth (business, commercial real estate, or liquid assets) of more than $2 million, however we have also successfully worked with families earlier in their wealth accumulation stage.