Pelican Family Office

Your Proactive and Holistic Partners

We simplify the financial lives of highly successful families and business owners by providing custom advice and solutions to help you manage life's complexities.

We collaborate with you to create enduring, unique family office services that are aligned with your values and goals that will help you to achieve your financial and personal objectives.

Upcoming Events

Beta Theta Pi Scholarship Fund Golf Tournament
Friday, October 20th -
Happy Thanksgiving II
Merry Christmas II

Meet Our Team

Advisory Services Team

Your dedicated home office that supports you in day-to-day matters


Proactive Planning Team

Your local “eyes and ears” to help you focus on planning priorities and identify opportunities


Virtual Family Office

Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services


Combining Proactive Planning and the Virtual Family Office Experience.

We recognize that our best clients want PROACTIVE and HOLISTIC planning.

That is why at Pelican Family Office we have upgraded to a 21st century business model based around HOLISTIC and PROACTIVE advice, and are supported by a Virtual Family Office of experts.

Maximizing Our Clients' Potential Through Proactive & Holistic Planning
Contact Us