Private Family Office in Boca Raton
A dedicated FinancialTeam coordinating every dimension of your family's financial life.
Fee-Only
Compensated solely by our clients. No commissions. No conflicts.
Serving Florida Since 1995
Three decades of fee-only fiduciary wealth management.
You Left Behind a City. You Should Not Have to Leave Behind Coordination.
Planning, investments, tax, estate. One team. One strategy. See how we begin
In New York or Connecticut, you had a CPA who knew your tax history, an attorney who drafted your trust, an insurance broker who understood your coverage, and a banker who answered the phone. You may have moved to Florida, but that network did not follow you.
The Family Office replaces that network with one team. Your Florida CPA, estate attorney, insurance professional, and banking relationships, all aligned under a single strategy, coordinated by professionals who understand the specific challenges of families in transition. Philanthropic planning, which is central to life in Boca Raton, integrates directly: donor-advised funds, charitable trusts, foundation design, and art collection stewardship, all connected to your tax and estate plan. View the Dassler Family Office case study
Your Boca Raton FinancialTeam
Michael T. Koenig, CFP®, J.M.
Mike founded FirsTrust in 1995 and leads the firm's trust and estate practice. A Certified Financial Planner® with a JurisMaster in Law and 40 years of experience.
Christopher Cannon, CFA
Chris is a CFA charterholder with 33+ years of investment experience spanning institutional trading, arbitrage, and private client management.
Elayne Pisarik, CFP®, CLU, ChFC®, CDMM, MS, M.Tax
Elayne holds three degrees, four certifications (CFP®, CLU, ChFC, CDMM), a Master of Taxation, and 34 years of tax strategy experience.
Brian Sirota, CFP®, ChFC®, MBA
Brian is a Certified Financial Planner® and Chartered Financial Consultant with an MBA and 17 years of planning experience.
What Your Family Office Coordinates
Northern Transplant Transition
Replacing the advisor network you left behind. One FinancialTeam coordinating your new Florida CPA, estate attorney, insurance broker, and banking relationships.
Philanthropic Advisory
Jewish Federation, Boca Regional Hospital Foundation, FAU Foundation, and private giving vehicles. Structured for maximum impact and tax efficiency.
Multigenerational Wealth Governance
Family meetings, next-generation education, governance frameworks, and trust structures designed for wealth that spans generations.
Art and Alternative Asset Oversight
Authentication, valuation, insurance, charitable contribution strategy, and estate inclusion for collections and non-traditional holdings.
Common Questions About the Private Family Office in Boca Raton
If you retain Northern-based professionals for ongoing matters (such as prior-year tax filings, property management, or business wind-down), your FinancialTeam communicates and shares relevant data directly with those professionals. We also help identify and vet Florida-based CPAs, estate attorneys, and insurance professionals who understand the local landscape. The goal is a coordinated team, regardless of geography, working from the same strategy. Learn more about our process
A private foundation provides a vehicle for multigenerational philanthropic giving with family involvement. Contributions may be tax-deductible (subject to limitations: 30% of AGI for cash, 20% for appreciated assets). The foundation can make grants to qualifying charities, hire family members (with reasonable compensation), and invest its corpus. A private foundation requires annual minimum distributions of approximately 5% of assets, annual tax filings (Form 990-PF), and compliance with self-dealing and excess business holdings rules. For some families, a donor-advised fund provides similar flexibility with less administrative burden. Your FinancialTeam evaluates both structures within your overall tax and estate plan. Learn more about tax planning
The Family Office is designed for families whose financial lives span multiple entities, trusts, investment accounts, tax jurisdictions, and generations. Most Family Office engagements involve assets exceeding $10M, but the determining factor is whether your financial life requires deeper coordination, consolidated reporting, governance structures, and more frequent interaction than comprehensive wealth management provides. Your FinancialTeam can evaluate your situation during the new client process. View our fee structure