Private Family Office in Tampa
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.
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. For defense-connected families at MacDill, the same structure applies to a different transition: from military service to civilian life, with pensions, TSP, and benefits that require coordinated oversight. View the Dassler Family Office case study
Your Tampa FinancialTeam
Christopher Cannon, CFA
Chris is a CFA charterholder with 33+ years of investment experience spanning institutional trading, arbitrage, and private client management.
William J. Kearney, Jr.
Bill serves as President and Business Manager of FirsTrust, overseeing the firm's day-to-day operations. He is often the first voice to welcome prospective clients to the firm.
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
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.
Defense and Military Family Coordination
Military pensions, TSP, VA benefits, SGLI/VGLI conversions, and multi-state tax complexity for families with careers of frequent relocation.
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 FinancialTeam can evaluate whether a Family Office or Comprehensive Wealth Management engagement is the right fit. Learn more about our fee structure
The transition from business owner to private investor is one of the most significant financial and psychological shifts a family experiences. Your FinancialTeam 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.
Military families face unique planning considerations: Blended Retirement System versus legacy pension elections, TSP contribution optimization (including Roth TSP), Survivor Benefit Plan analysis, SGLI to VGLI conversion timing (within 120 days of separation, with 240-day conversion window), Servicemembers Civil Relief Act protections, VA benefit coordination, and multi-state tax implications of frequent relocations. Your FinancialTeam has experience coordinating these elements within a comprehensive financial plan. Military benefit rules change periodically; we stay current and coordinate with military benefits counselors as needed. Learn more about financial planning