Private Family Office in Tampa
A dedicated FinancialTeam coordinating every dimension of your family's financial life.
Fee-Only
Compensated solely by our clients. View our NAPFA Tampa Firm Profile.
Serving Florida Since 1995
Three decades of fee-only fiduciary wealth management.
After the Exit, the Hardest Part Is Not Having a Job to Go To
Planning, investments, tax, estate. One team. One strategy. See how we begin
The transaction is closed. The wire has landed. And for the first time in decades, there is no Monday morning meeting, no revenue target, no team to lead. The financial challenge is real: deploying significant capital without the structure that business ownership provided. But the psychological challenge is just as significant, and most advisors ignore it entirely.
The Family Office provides the structure your financial life needs after the business that once organized it is gone. Consolidated reporting replaces the P&L you reviewed every month. A written Investment Policy replaces the instinct that drove your business decisions. Year-round tax coordination replaces the sprint to April 15.
Your Tampa 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.
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.
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.
What Your Family Office Coordinates
Post-Exit Business Owner Services
Consolidated reporting replaces the informal financial management of entrepreneurship. A written Investment Policy, year-round tax coordination, and estate planning for the next chapter.
Corporate Executive Oversight
Raymond James senior executives, healthcare leaders, and corporate officers with complex compensation, concentrated equity, and board-level reporting requirements.
Multigenerational Business Wealth
Families transitioning business wealth to the next generation. Dynasty trusts, family governance, and next-generation financial education.
Common Questions About the Private Family Office in Tampa
The answer depends on complexity. If the liquidity event creates a financial life that spans multiple account types, trusts, entities, tax jurisdictions, and family members, a Family Office provides the coordination, reporting, and governance that comprehensive wealth management alone may not. Most Family Office engagements involve assets exceeding $10M and families with multigenerational planning needs, philanthropic goals, or ongoing business interests. Your team can evaluate whether a Family Office or Comprehensive Wealth Management engagement is the right fit. Learn more about our fees
The transition from business owner to private investor is one of the most significant financial and psychological shifts a family experiences. Your team provides structure through this transition: a written Investment Policy that replaces ad-hoc decision-making, consolidated reporting that provides the visibility you had as a business owner, tax planning that optimizes the transaction and post-exit years, and estate planning that reflects your new asset structure. Many families find that the discipline and accountability of the Family Office model closely mirrors the operational structure they valued in their business.