Private Family Office in Daytona Beach
A dedicated FinancialTeam of specialists coordinating every dimension of your family's financial life with the discipline of a private family office.
Fee-Only
Compensated solely by our clients. View our NAPFA Daytona Beach Firm Profile.
Serving Florida Since 1995
Three decades of fee-only fiduciary wealth management.
When Your Wealth Requires a Team, Not an Advisor
Planning, investments, tax, estate. One team. One strategy. See how we begin
There is a point where the number of accounts, entities, professionals, and family members involved in your financial life exceeds what quarterly reviews can coordinate. Bills are paid from the wrong account. Tax projections miss a distribution from a trust. An insurance policy lapses because no one was watching. Your CPA and your attorney have never spoken.
The Family Office exists to eliminate those gaps. Consolidated reporting across every entity. One team accountable for the plan, the investments, the tax coordination, and the estate structure. The same structure, calibrated to your family’s scale and complexity, operates from this headquarters.
Your Daytona Beach FinancialTeam
Michael T. Koenig, CFP®, J.M.
Founded FirsTrust in 1995 and leads its trust and estate practice. Forty years designing multigenerational structures for families with complex estates. CFP®, Juris Master.
Christopher Cannon, CFA
Governs every portfolio through a written Investment Policy Statement. Thirty-three years across institutional trading and private client management. CFA charterholder.
Elayne Pisarik, CFP®, ChFC®, M.Tax
Identifies tax strategy across personal, entity, trust, and charitable levels. Thirty-four years in tax planning. CFP®, Master of Taxation.
Brian Sirota, CFP®, ChFC®, MBA
Builds and maintains the multi-year projections that connect a family's income, investments, taxes, and estate structure. Seventeen years in planning. CFP®, ChFC®, MBA.
What Your Family Office Coordinates
Consolidated Financial Oversight
Every account, entity, and trust your family holds, visible in one continuously updated view.
Multi-Entity Tax Coordination
Holding companies, operating businesses, real estate LLCs, family limited partnerships. Your tax strategy spans every entity with year-round optimization.
Estate and Succession Integration
Your estate plan, business succession plan, and investment strategy execute within a single coordinated framework. No gaps between professionals.
Investment Policy Governance
Your CIO oversees portfolio construction, risk management, and tax-efficient execution across all accounts. Independent sourcing with no proprietary product obligations.
Common Questions About the Private Family Office in Daytona Beach
In Comprehensive Wealth Management, a lead advisor who works with a small number of families and knows yours closely is supported by specialists in investments, tax, and estate planning. The Private Family Office is our most involved engagement, for families whose wealth spans entities, trusts, advisors, and generations, generally with investable assets above $10M. Your lead advisor stays at the center, with each specialist working directly with your family at the depth that level of complexity requires. Learn more about our fees
Your team works across all jurisdictions where your family has entities, property, or income. This includes coordinating with state-specific CPAs and attorneys, monitoring entity compliance requirements, managing multi-state tax filing obligations, and ensuring your estate plan accounts for property in each state. Consolidated reporting brings every entity into a single view regardless of where it is domiciled.
The decision is driven by complexity rather than a specific asset threshold. Families with multiple business entities, trusts, real estate holdings across states, philanthropic vehicles, and multigenerational planning needs often find that the Family Office model provides structure that comprehensive wealth management alone cannot. The Family Office generally fits families with investable assets above $10M, but the determining factor is whether your financial life requires the deeper coordination, reporting, and governance that the Family Office provides. Learn more about our fees