Complexity Simplified.
Outcomes Amplified.
Pelican Family Office: Your Advanced Planning and Multi-Family Office Partner
What Is It Costing You When Your Advisors Don’t Collaborate?
Higher taxes. Overlap. Gaps. Missed timing. Families lose time, money, and peace of mind when their professionals operate in silos rather than as one coordinated team.
A Coordinated Plan
for Every Season of Wealth
When your advisors don’t collaborate, life gets harder. Taxes rise, opportunities slip, and your strategy becomes reactive instead of proactive. Pelican Family Office brings everything together: tax, wealth, business, risk, and legacy planning under one unified team.
Designed for individuals, families, and successful business owners who want clarity, simplicity, and a plan that actually works across every part of their life.
This is your family office; aligned, intentional, and built around what matters most.
We Help CPAs Stay Relevant
Without Working Harder
You keep control of the relationship. We handle the heavy lifting. Your clients get the coordination they’ve been asking for.
The AICPA says “evolve to advisory.” We show you exactly how.
Our partner sold his practice for $45 million using our model. His secret? Adding more value and better outcomes for his best clients.
What is a
Multi-Family Office?
A Multi-Family Office is a modern, technology-enabled version of a traditional family office. Instead of one company hiring a full in-house staff (CFO, CPA, estate attorney, investment team, insurance specialist, etc.), an IFO coordinates a team of experts across different firms and brings them together to serve the client as one unified advisory group.
It gives individuals, families, and business owners access to family-office-level coordination without needing $100M+ to justify a dedicated private office and costs that are out of reach for many high-net-worth and ultra-high-net-worth people.
Benefits
- Proactive Tax Optimization
- Specialists Working Together
- Simplified Financial Life
- Better Outcomes
- Stronger Decisions With Less Stress
- A Team Built Around Your Values and Legacy
Multi-Family Office v.s. Traditional Model
|
Advisor Coordination |
All advisors collaborate as one unified team |
Advisors work separately in their own silos
|
|
Tax Strategy |
Proactive tax planning timed with investments, business decisions, and estate work |
Reactive tax prep after the year is over |
|
Communications |
Centralized communications through one lead advisor |
Fragmented communication – client acts as the middleman |
|
Financial Organizations |
One secure portal for taxes, investments, insurance, estate, and business |
Documents scattered across multiple firms and systems |
|
Investment & Tax Alignment |
Coordinated to reduce taxes and maximize outcomes |
Disconnected investment moves trigger tax surprises |
|
Strategy |
One plan, one strategy, one timeline |
Multiple plans, conflicting priorities |
|
Access to Specialists |
On-demand experts (tax, estate, business, insurance, exit strategy) |
Specialists are only brought in sparingly, or not at all |
|
Business Owner Planning |
Integrated business + personal strategies |
Business advice isolated from personal planning |
|
Client Burden |
Low: PFO handles coordination |
High: client has to connect the dots |
|
Outcome |
Clarity, efficiency, lower taxes, alignment |
Missed opportunities |
|
Fragmented Financial Data |
One centralized dashboard with real-time data |
Outdated Excel sheets, information |
Our Model
Combining Advanced Planning &
the Multi-Family Office Experience
Client
Advanced Planning Team
Multi-Family Office
Meet Our Team
Coordinating your trusted advisors to optimize strategies, simplify complexity, and amplify outcomes.
Advanced Planning Team
Pelican Family Office Team
Planning Specialists