Family Office Services Team

The Family Office Services Team at Verdence Capital Advisors specializes in providing personalized wealth management solutions to high-net-worth families, executives, and business owners. Comprised of Family Office Client Services Specialists and a Family Office Strategist, the team offers comprehensive financial oversight, encompassing new accounts, policies, properties, benefits, taxes, assets, and appraisals. They collaborate with clients' existing advisors to identify and address financial gaps and redundancies, ensuring a cohesive and adaptive financial strategy that evolves alongside clients' changing needs.