Resource Council

Experts in Single Family Offices Issues

The Family Office Association is a membership organization dedicated to exceptionally successful families and their single family offices. We create value for each family that we serve; to grow wealth, strengthen legacy, and unite multiple generations around shared goals, interests, and passions.

Part of the value that Family Office Association provides to our families and family offices is the community that we have created over 10 years of service including our Resource Council—an invitation-only membership for highly respected firms that serve and understand our family offices’ needs and purposes.

We invite companies to join our community that have a trusted reputation for excellence in specific areas of expertise that is important to families of wealth. Member families turn to Resource Council firms for thought leadership, best practices, advice, and useful connections. Resource Council members also help shape event locations, agendas, topics, and speakers for the Family Office Association gatherings and content.

Angelo Robles – (203) 570-2898 | angelo@familyofficeassociation.com

Brian-Lauzon

Brian LauzonArdenton, Director of Business Development

Jayson-DeAngelis-RC

Jason DeAngelisBallentine Partners, CFP, Partner, Senior Client Advisor and Director of Business Development

R.-Scott-Beach-RC

R. Scott BeachDay Pitney, Attorney at Law

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Travis LeachDLA Piper, Partner

Chris-Rae-RCnew-1

Chris RaeElevation Securities, Managing Director

Arthur-Budge-RC

Arthur N. Budge JrFive States, President & CEO

Jason Isaacson

Jason IsaacsonIP Capital Partners, CFA, President

Michael-PackmanBW-e1466229000338-300x297

Mike PackmanKeystone National Properties, Principal

Joseph-Scalio-RC

Joseph ScalioKPMG LLP, Senior Lead Tax Partner

Brad-Sprong-RC

Brad SprongKPMG LLP, Private Markets Group Tax Industry Leader & Office Managing Partner

Brian-Batson-RC2

Brian BastonKrupin Partners Insurance Advisory, Principal

Michael-Krupin-RC2

Michael KrupinKrupin Partners Insurance Advisory, CLU, Senior Principal

Charles-Lownenhaupt-RC

Charles LowenhauptLowenhaupt Global Advisors, Director

Gail-Mazzei-RC

Gail MazzeiMarsh, Assistant Vice President, Marketing

Daniel-Morris-RC

Daniel MorrisMorris + D'Angelo CPAs, Senior Partner

John-Elmes-PathstoneRC

John ElmesPathstone Street, Executive Managing Director

Erica-Lill-RC

Erica LillWilkinson Family of Companies, Advisor

joelle

Joelle JarvisMindset Coaching

Kevin-Ellman-RC

Kevin EllmanWealth Preservation Solutions, CFP, CEO

Rick-Lopes-RCnew

Rick LopesSage Intacct, Account Executive

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Von SanbornSanborn & Battleson, Co-Founding Partner

soon

Soo Boon KohFounder & Managing Partner, iGlobe Partners

jeff

Jeff Welday, CIMAManaging Director and Global Head of Originations & Distribution, The Beneficient Company Group, LP

kathy

Kathleen TepleyFounder, Los Angeles Consulting Group

miller

Paul D. MillerPresident, Wealth Preservation Solutions