Individuals
& Families
When your advisors work as one unified team, every decision stays aligned, optimized, and built around what matters most to you.
What Happens When Your Advisors Work in Silos?
Fragmented advice doesn’t just cost money; it costs you opportunities, peace of mind, and the outcomes you deserve. When professionals don’t collaborate, the gaps and overlaps add up fast.
- Higher Taxes Than Necessary
- Estate Plans That Conflict With Your Investments
- Insurance Overlap and Critical Gaps
- Missed Timing on Major Decisions
- The Burden of Being the Middleman
- Reactive Strategies Instead of Proactive Planning
How a Multi-Family Office Changes Everything
Less Complexity, More Clarity
A multi-family office brings your entire advisory team, CPA, estate attorney, financial advisor, insurance specialist, and business advisors, into one coordinated system. Instead of working in silos, they meet regularly to review your complete financial picture, align on strategy, and ensure every recommendation considers tax impact, legal structure, investment positioning, and risk protection simultaneously.
This isn’t about replacing the advisors you trust. It’s about making them more effective by giving them what they’ve never had: a structured way to collaborate on your behalf. The result is proactive planning instead of reactive scrambling, tax savings that compound year after year, and the peace of mind that comes from knowing every piece of your wealth puzzle finally fits together.
How It Works
Tax-Optimized Decisions
Before They Happen
(So You Don’t Have To)
Handled With Precision
That Actually Works
Multi-Family Office Services
Frequently Asked Questions
What is a Multi-Family Office?
A Multi-Family Office is a coordinated planning model where your CPA, financial advisor, attorney, insurance strategist, and advanced planning specialists work together as one unified team.
Instead of fragmented advice, you receive one strategy, one plan, and one timeline across your entire financial life.
How is Pelican different from traditional financial advisors?
Most advisors work in silos. Investments here, taxes over there, legal somewhere else. You’re left to connect the dots. Pelican eliminates that burden by integrating everyone into one coordinated system, proactively timing decisions around tax windows, planning deadlines, life events, and business moves.
Who is Pelican Family Office designed for?
We serve:
- High-earning individuals 550K AGI or more
- Multigenerational families
- Successful business owners
- Entrepreneurs planning exits
- Clients who want tax-smart, coordinated decisions
- CPAs seeking a planning partner for their best clients
If your financial life has complexity, Pelican brings clarity.
Do you replace my CPA, attorney, or advisors?
No. We enhance them.
Your professionals stay in place; Pelican simply coordinates the team and fills in planning gaps.
If you need additional specialists, we bring them to the table.
What services are included?
Pelican’s Multi-Family Office includes:
- Tax strategy & planning (in collaboration with your CPA)
- Investment planning & oversight
- Business & exit planning
- Insurance & risk management
- Estate & legacy coordination
- Retirement, cash flow, and distribution strategy
Centralized financial organization (portal + document vault)
Everything works as one system.
Real time client portal up to date daily no more outdated plans
How do you charge for your services?
Simple and transparent.
Based on your situation, this may include:
- A flat annual advisory fee, or
- An assets-under-supervision fee, or
- A project-based fee for specialized planning
We provide clarity up front. No surprises, no hidden layers, no commissions on planning.
Do I need a certain net worth or income?
Pelican is designed for individuals, families, and business owners who:
- Want advanced planning and tax coordination
- Have complexity (multiple accounts, entities, or assets)
- Value proactive advice instead of reactive service
Most clients have $2M–$50M+ in assets or are business owners with meaningful planning needs and earn 550K or more in AGI.
How does Pelican coordinate with my CPA?
We meet with your CPA regularly, share planning agendas, and coordinate tax timing with your investment and business strategies.
You no longer relay messages; we handle the coordination so your CPA can do their best work.
What technology do you use?
Clients receive a secure digital portal that organizes:
- Net worth
- Investment accounts
- Estate & legal documents
- Tax documents
- Insurance summaries
- Business interests
- Projections
- Plan comarisons real time
Everything is centralized for transparency and efficiency.
How often do we meet?
Most clients follow a structured review process:
- Quarterly strategy updates
- Annual tax strategy session
- Annual estate & legacy review
- Business planning meetings, as needed
- Unlimited support for major decisions
We meet as much as your situation requires, no extra fees.
Can Pelican help with business exits or transitions?
Yes. We coordinate tax, legal, wealth, and risk strategies around:
- Selling a business
- Succession planning
- Mergers and acquisitions
- Buy-sell funding
- Pre-sale tax optimization
- Post-sale investment strategy
- Pre-tax growth work to maximize your EV
Business owners benefit tremendously from integrating all advisors early in the process.
What makes Pelican unique?
Three things:
- Advisor Integration: tax, wealth, legal, and insurance working as one team.
- Proactive Planning: strategies implemented before deadlines, not after.
- Family-Centered Stewardship: clarity for today and confidence for the next generation.
How do I get started?
We begin with a short discovery conversation to understand your goals, concerns, and current advisory structure.
From there, we conduct a Clarity & Coordination Assessment to identify gaps, opportunities, and tax savings potential.