Affy (v) /əˈfaɪ/

to have confidence, trust or faith in a person

Confide (v) /kənˈfaɪd/

to entrust an object of care or task to a person with reliance on their competence and unswerving allegiance

Family Office Expertise

Patricia Shepard

Patricia Shepard is a family office consultant with extensive experience building and leading family offices. Known for her strategic thinking and hands-on approach, Patricia delivers objective advice and high-quality information to help families and family offices make informed decisions. In addition to building and re-engineering in-house, virtual, and hybrid family organizations, Patricia advises on pivotal matters such as governance, generational transitions, and impact initiatives. Currently, Patricia is a board member of Cardinal Management, Inc., a private family investment company.

Family Office Services

    • Needs Assessment. Solution Design and Implementation.

    • Entity and Ownership Structuring. Tax Strategies.

    • Organizational Transitions

    • Staffing Plans. Recruiting Management and New Hire Integration.

    • In-House, Virtual, and Hybrid Family Office Models.

    • Investment, Back Office, and Administrative Support Organizations.

    • Multi-Generational transitions

    • Inheritance and Succession

    • Family Decision Making

    • Wealth and Well-Being

    • Thought Partnership

    • Interim Family Office Leadership

    • Family Boards and Committees

    • Change Maker Initiatives (Philanthropic, For Profit, Political)

    • Strategic Planning and Structuring

    • Property Acquisitions and Sales

    • Operating Businesses

    • International Needs