Private Family Office in Orlando
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.
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. View the Dassler Family Office case study
Your Orlando FinancialTeam
Christopher Cannon, CFA
Chris is a CFA charterholder with 33+ years of investment experience spanning institutional trading, arbitrage, and private client management.
Dan Brownsberger, CIMA
Dan is a lifelong Floridian with over 37 years of experience helping clients achieve their financial goals through disciplined investment 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.
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.
Professional Athlete Services
Compressed earning windows, endorsement income, multi-state filing complexity, and career-transition planning require accelerated coordination.
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 FinancialTeam 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 FinancialTeam can evaluate your pre-event situation and determine whether a Family Office or Comprehensive Wealth Management engagement is appropriate. Learn more about our fee structure
Professional athletes typically earn the majority of their career income in a compressed window (often 5 to 15 years), face multi-state tax filing requirements for every away game, and transition to a post-career phase with dramatically different income and lifestyle needs. Financial planning for athletes emphasizes aggressive wealth accumulation during earning years, disciplined spending frameworks, career-transition planning, and investment strategies designed to generate sustainable income for decades beyond the playing career. Each athlete's situation is unique; this general framework is adapted to individual circumstances.