Collectively, we have many decades of experience in the financial services industry. We have seen the industry from all angles: as financial advisors, as consultants to financial institutions, as coaches to top financial advisors and as advisors to family offices.
Throughout that time, we have had countless opportunities to see the difference that financial expertise can make in the lives of our clients. Unfortunately, we have also witnessed what can happen when people receive mediocre financial guidance: costly, unnecessary mistakes that put clients’ goals and dreams in jeopardy.
Recognizing that our combined experience and expertise created a significant opportunity to serve clients even better, we formed the Roundtable Family Office Network. Through the network, we are able to deliver specialized knowledge and solutions to clients through financial advisors with proven track records in client service and wealth management.