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

Outsourced CFO Services – Why You Need Them
Wednesday, June 7th -
The Legacy-IRA
Maximizing Advanced Tax Planning
Wednesday, August 16th -

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