Multi-Family Office

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When seeking a trusted advisor to organize and centralize the management of your family’s personal and financial affairs, you need assurance that your financial house will be maintained in the order of a well-run company.

At Bernard Robinson & Company, we have been working with high wealth individuals for over 65 years. These families have relied on our expertise and objective advice while working closely with them and their other advisors for multiple generations. Our Multi-family Office model is built on competence and independence. We offer unbiased recommendations and solid follow-through when executing the most beneficial plans for your family. We do not sell financial products or accept referral fees. Our only incentive is ensuring your best interests are reflected in all decisions.

We offer a wide range of services to achieve your family’s goals. We help clients with tax strategies, wealth transfer, investments, audit services, business and family concerns that should be incorporated into your investment strategy, and other areas that support your family mission. Specifically, these services include the following:

  • Trust & Estate Planning
  • Audit & Tax Preparation
  • Business & Succession Planning
  • Transaction Advisory
  • IT Consulting
  • Business & Individual Tax Consulting
  • Investment & Life Insurance Consulting

We welcome the opportunity to speak with you about your family’s goals. For more information, please contact one of our team members below.

Contacts for this Service

Freddy Robinson, CPA, Partner
Lory Kelley, CPA, Partner
Tracey Martin, CPA, Partner