family office

Joan Malloy, CFA, CPA, CFP®

Principal | Family Office

In the last 20 years, the world has changed significantly. Financial markets have been dramatically impacted, & generational issues continue to challenge accepted norms and traditions.

The Visionary Family Office provides families a central resource which connects all the areas of their lives (business, personal, philanthropic, tax…). We know you seek strategies to help you successfully navigate the myriad challenges you face. Our team provides services within a collaborative environment, looking at the future as an opportunity for positive change, with the family’s finances as well as the family entity. In doing so, we uncomplicate the complicated and increase the family’s confidence that all is in order and no balls will be dropped. Ultimately, we are here to help families be successful in the short and long-term, and give family members more time to focus on each other and their unique passions.

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