About Pelican Family Office
Coordinating your trusted advisors to optimize strategies, simplify complexity, & amplify outcomes.
Our Story
Pelican Family Office was founded on a shared vision by Matt Greene and Jack Branch, two professionals who built their careers in different yet complementary areas of the financial industry. Matt brings a wealth of experience from the wealth management and investment banking world, while Jack’s expertise lies in risk management and personal planning.
Through their work, they recognized a clear shift in the financial landscape, driven by the rise of AI and the limitations of an outdated referral-based model. They saw that many individuals and families, particularly those with $2 million to $1 billion in assets, were being underserved. While these clients require sophisticated, coordinated financial strategies, they often lack access to the comprehensive services of a traditional family office.
Pelican Family Office was created to bridge that gap.
Our mission is to deliver a streamlined, modern family office experience, bringing together the essential services clients need to grow, protect, and manage their wealth effectively. We provide integrated support across tax planning, business advisory, wealth management, legal coordination, and risk management.
A key part of our approach is building and coordinating a tailored team of best-in-class specialists around each client. We bring the right professionals to the table while also working seamlessly with any existing advisors and relationships our clients already trust. This ensures continuity, eliminates silos, and creates a truly collaborative strategy aligned with each client’s goals.
By combining institutional-level expertise with a personalized approach, Pelican Family Office empowers clients with the same strategic advantages typically reserved for ultra-high-net-worth families, without the complexity or cost of establishing a standalone family office.
We are redefining what it means to serve clients in today’s evolving financial world.
What Is a Multi-Family Office?
A Multi-Family Office is a modern, technology-enabled version of a traditional multi-million-dollar family office. Instead of one company hiring a full in-house staff (CFO, CPA, estate attorney, investment team, insurance specialist, etc.), a MFO coordinates a team of experts across different firms and brings them together to serve the client as one unified advisory group.
It gives individuals, families, and business owners access to family-office-level coordination without needing $100M+ to justify a dedicated private office and costs that are out of reach for many high-net-worth and ultra-high-net-worth people.
Our Proactive Approach
Start with Discovery & Diagnosis
Clarify Goals, Directions, & Vision
Work to Build Proactive Plans
Access to Wider Expertise
Take Actions & Implement Solutions
Sustained through Routine Meetings
Meet Our Team
Coordinating your trusted advisors to optimize strategies, simplify complexity, and amplify outcomes.
Advanced Planning Team
Pelican Family Office Team
Planning Specialists
Our Model
Combining Advanced Planning &
the Multi-Family Office Experience