Meet trusted advisors to family offices
Advisors and firms that family offices worldwide rely on for services ranging from investment management, wealth structuring, to estate and tax planning.
Advisors in this directory are independent firms and individuals. They are not employees or agents of Asora.
8 advisors
Hayden Smith
Senior Vice President, Commercial Risk Advisor, Howden
Advises family offices, entrepreneurs, and privately held businesses on risk management, insurance strategy, and capital preservation — from a single vacation home or auto policy to complex commercial programs, private aviation, and marine.
- Geography
- North America
- Cities served
- Dallas
- Focus
- Risk Management, Personal & Commercial Insurance
- Client size
- All sizes — from single family offices to large operating companies, private jets, and yachts
William Madden
Financial Advisor, UBS Wealth Management
Advises high-net-worth individuals and their families from Boston and across New England on investment management and wealth planning, including tax, estate, and cash flow. The UBS platform includes state-specific municipal bonds and fixed income, algorithmic equity tax-loss harvesting, thematic equity, and alternative strategies, both drawdown and evergreen. He will partner with a family office on the whole relationship or on a single asset class.
- Geography
- North America
- Cities served
- Boston
- Focus
- Public Markets, Private Equity, Fixed Income, Municipal Bonds, Direct Lending, Real Estate
- Client size
- $2m to $100m+ — including next-generation family members; flexible on account size
Matt Goettelman
Private Wealth Advisor, Goldman Sachs
Advises family offices, foundations, and ultra-high-net-worth families from Goldman Sachs in San Francisco on investment management, estate planning, and multi-generational strategy — typically $100m+ relationships, with a national client book.
- Geography
- North America
- Cities served
- San Francisco
- Focus
- Multi-Asset, Private Equity
- Client size
- $100m+ typical — UHNW families and family offices
JC Duque
Vice President, Senior Private Wealth Advisor, Bank of Texas
Advises high-net-worth families and business owners from Bank of Texas in Austin on investment strategy, estate and legacy planning, lending, and liquidity events. He is the main point of contact, with specialists for portfolios, alternatives, oil and gas, and family office services.
- Geography
- North America
- Cities served
- Austin
- Focus
- Public Markets, Private Equity, Multi-Asset
- Client size
- $3m to $5m and up. Family office relationships typically from $75m to $100m.
Stefano Galeandro
Private Wealth Advisor, Fideuram - Intesa Sanpaolo Private Banking
Advises high-net-worth individuals, family offices, and companies from Milan on investment advice and portfolio management, with a focus on global equities, sector strategies, and single-stock strategies. He specialises in Italian and European stocks and sectors.
- Geography
- Europe, Global
- Cities served
- Milan
- Focus
- Public Markets
- Client size
- All sizes, from high-net-worth individuals to large family offices and listed companies
Kevin Krisowaty
Wealth Advisor, Bernstein
Advises business owners, entrepreneurs, and founders from Bernstein in Miami on wealth and investment strategy before, during, and after the sale of a business. He has 25 years of experience in the field.
- Geography
- North America
- Cities served
- Miami
- Focus
- Multi-Asset
- Client size
- Business owners and founders before, during, or after the sale of a business
Liam Fraboulet
Private Wealth Adviser, Skybound Wealth Management
Advises US citizens who live abroad, and people with US assets who have moved back to Europe, on financial planning and investments. He works from Skybound Wealth Management's Geneva office with clients across Europe and worldwide.
- Geography
- Europe, Global
- Cities served
- Geneva
- Focus
- Public Markets
- Client size
- About $1m and up, with flexibility below that for clients who have several needs
Cian Spies
Private Wealth Advisor, FinSteward
Advises individuals, families, and companies in Gauteng, South Africa, on retirement planning and investments. His work also covers investment structures, endowments, estate planning, and financial planning.
- Geography
- Africa
- Cities served
- Pretoria, Johannesburg
- Focus
- Client size
- Medium to high net worth individuals, families, and companies
Join Asora's trusted advisors
Every advisor is reviewed by the Asora team before being listed. Tell us about your practice, the families you serve, and where you work.
About the advisors in this directory. The advisors listed here are independent firms and professionals. They are not employed by Asora and do not act on Asora's behalf. Their advice and services are their own responsibility, and any agreement is made directly between you and the advisor.