Pelican Family Office

Your Proactive and Holistic Partners

Welcome to Pelican Family Office!


We understand that success brings its own set of complexities, especially when it comes to managing your finances. That's why we're here - to simplify your financial life and help you navigate through the intricacies of wealth management.

At Pelican Family Office, we believe in the power of personalized advice and custom solutions. We know that every family, every business owner, has unique needs and goals. Our mission is to provide services that are tailored to you, aligning with your values and objectives.

Our approach is collaborative. We work with you, not just for you. We believe in building enduring relationships based on trust and mutual respect. Our team is committed to understanding your needs, your dreams, and your aspirations while working well with all advisors on the team. We then use this understanding to create a comprehensive financial strategies that are as unique as you are.

Our services are more than just financial management. They are about helping you achieve your personal and financial objectives. Whether it's planning for the future, managing your business finances, or ensuring a lasting legacy for your family, we're here to help.

We invite you to explore our website, learn more about our services, and discover how Pelican Family Office can help simplify your financial life. Let's collaborate to create a financial strategy that is uniquely yours.

Welcome to a world where financial “junk drawers” are simplified. Welcome to Pelican Family Office.

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
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