Private Family Office in Orlando
A dedicated FinancialTeam coordinating every dimension of your family's financial life.
Fee-Only
Compensated solely by our clients. View our NAPFA Orlando Firm Profile.
Serving Florida Since 1995
Three decades of fee-only fiduciary wealth management.
First-Generation Wealth. Multigenerational Decisions.
Planning, investments, tax, estate. One team. One strategy. See how we begin
Most of Orlando's largest fortunes are less than 20 years old. Built in theme park executive suites, defense company corridors, tech startups, or real estate development. The wealth is real, but the structures around it are often incomplete: estate documents that have not kept pace, investment accounts spread across multiple platforms, tax strategies that worked during accumulation but fail during distribution.
The Family Office brings order to this trajectory. One team accountable for the plan, the investments, the tax coordination, the estate structure, and the ongoing governance that ensures each decision connects to the next. For families whose complexity has outgrown what quarterly reviews can address.
Your Orlando FinancialTeam
Your first conversation is with William J. Kearney, Jr., President.
Christopher Cannon, CFA
Governs every portfolio through a written Investment Policy Statement. Thirty-three years across institutional trading and private client management. CFA charterholder.
Dan Brownsberger, CIMA
Constructs and rebalances portfolios within each family's Investment Policy Statement. Twenty-seven years at FirsTrust, thirty-seven in the industry. CIMA®.
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.
What Your Family Office Coordinates
Executive Compensation Coordination
Multiple equity plans, deferred comp, SERPs, and employer benefits consolidated into one view with tax-optimized exercise and distribution strategy.
Pre-Liquidity Event Planning
Tech founders and startup equity holders approaching exits need pre-event asset positioning, entity structuring, and post-event deployment discipline.
Multigenerational Wealth Transfer
First-generation wealth creators building structures to protect and transfer what they have built. Dynasty trusts, family governance, and next-generation education.
Common Questions About the Private Family Office in Orlando
Your team maps every compensation element (vesting schedules, exercise windows, distribution elections, employer matching, tax treatment) into your financial plan and tax projection. This consolidated view ensures that exercise timing, distribution elections, and diversification decisions are made in context rather than in isolation. Each component is coordinated with your investment strategy, tax plan, and estate structure. Employer plan rules, securities regulations, and individual tax circumstances all affect the optimal approach.
Ideally, 12 to 24 months before a potential liquidity event. Pre-exit planning includes entity structuring for tax efficiency (including QSBS qualification analysis), estate trust funding before valuation increases, investment positioning to receive and deploy proceeds, and income tax projection for the transaction year. Engaging after the transaction is complete limits the available planning tools. Your team can evaluate your pre-event situation and determine whether a Family Office or Comprehensive Wealth Management engagement is appropriate. Learn more about our fees