Who We Serve

When selecting your financial advisor, there are a lot of factors to consider. You want a partner who has deep industry knowledge from years of experience. You want to know that your advisor will be objective and specific to you and your needs. You’ll want to connect, both professionally and personally with them. You want a team that gives you their best, every time. What it really comes down to is that you want to know that you’re aligning yourself with a partner you can really trust!

Pelican Family Office is a proactive and strategic financial planning firm. We offer clients the seasoned expertise and dynamic problem-solving techniques needed to overcome challenging barriers.

Whether you need to develop a winning retirement strategy, are making sure you’re covered for that next big life changing event or need to plan out the next expansion phase in your business, we act as your right-hand advisors every step of the way.

We will help you proactively plan out what steps you need to take to avoid financial or business problems, save you money, and lay a foundation for financial growth—both for businesses and individuals.

High Income/Net Worth

Your current team of financial professionals works hard, but separately, leaving you wondering if there are holes that no one has discovered, or opportunities for growth that have gone ignored. How do you unify and simplify your finances while still capitalizing on what you have?

The Pelican Family Office team model will help you replace complexity with clarity, giving you more time to pursue your interests and goals. Our team of nationally-recognized experts will give you a family office experience and connect all of your financial pieces into a smooth, well-curated whole. 

What’s more, as a 21st century advisor, we take full use of cutting-edge financial technology. Our intuitive diagnostic tools proactively uncover places for growth and offer timely, efficient, and innovative solutions for your goals.

Learn more by contacting us here.

Business Owners

You pour your time, energy and heart into your business, but your business expertise doesn't necessarily translate into financial expertise - especially when it comes to taxes. 

You’re sure there must be places in your business that are ready for growth, but from your up-close perspective, they’re hard to identify. How can you maximize your potential and minimize your tax payments so you can take home more of what you’re actually making?

Our team of CPAs, tax attorneys, actuaries, engineers, third-party administrators, and more are leading experts in tax reduction planning and business growth. We’ll help you clarify your direction, legally reduce your tax load, and make a proactive plan for the future. And because we’re a team, whenever you have a question or need to adjust your strategy, one call is all it takes to access world-class advice and planning.

Our technology-based systems will help keep you on the forefront as our business diagnostic tools discover ideal places for growth so you can realize your dreams and translate your success into your personal life.

 Learn more by contacting us here.

CPA Firms 

Your CPA firm is successful, but you know the future success of your firm depends on going beyond reactive services like tax preparation, audits and financial statements. 

With your clients looking to you for trusted business advice, how can you chart a course forward that creates more value for them without the loss of business that comes from referring your clients to third parties?

Pelican Family Office will help you become a firm of the future with our CPA team-based model. We establish full service management consulting and a family office experience for you, giving you a team of in-house experts, fully equipped to meet the changing needs of your clients.

Retain your clients and attract new ones with a proactive multi-disciplinary CPA firm backed up by a brain trust of specialists, experts, and cutting-edge proprietary technology-based systems.

Learn more by contacting us here. 

Are you using the right resources? Do you have a team of folks working from their individual silos or are they truly synergistic? It's a key question these days by most business owners. By making the right decisions today, following a logical approach to strategic growth planning, waste, and inefficiency, you can dramatically increase your chances of maximizing business potential and transition down the road to get what your business is fully worth.

When is the last time you had your CPA, financial advisor, stock broker, banker, real estate expert, attorney or insurance agents in one room all together to make sure the sum of all parts are aligned and not disconnected or not integrated optimally? The role we serve is to coordinate all the moving parts using a proven process that keeps the forward momentum of wealth heading forward, protected against lawsuits or creditors, and keeping your plan simple and easy to update, change, or enhance.

Our team offers and develops tailored, innovative, comprehensive solutions for specific client business needs. We enable clients to benefit from industry professionals’ unique experiences, perspectives, knowledge of industry business issues, and technical expertise to help them focus on the pressing needs of their businesses.

We're looking forward to working with you.

How To Get Started

If you’d like to receive more information about our tax preparation and planning services, please contact us to setup a quick introductory call to see how we can help you.