Expert Guidance.
Fully Coordinated.
Navigating the legal complexities that come with wealth, business ownership, and family planning requires more than a general attorney.
At Pelican Family Office, we have assembled a network of top attorneys from across the country who specialize in the areas that matter most to our clients: business structuring, estate planning, asset protection, and more.
Whether you already have local counsel you’d like to keep or need comprehensive legal representation, our team integrates seamlessly into your advisory structure.
- National network of specialists:
We connect you with attorneys who specialize in the exact legal areas relevant to your situation, no generalists, no guesswork.
- Seamless collaboration:
If you have existing legal counsel, our attorneys work alongside them. If you don’t, we can provide complete legal solutions from start to finish.
- Proactive, not reactive:
We don’t wait for legal problems to arise. Our team helps identify and address legal vulnerabilities before they become costly issues.
The Pelican Family Office Approach
Legal Expertise Woven into Your Financial Plan
Integrated Legal Strategy: Legal planning doesn’t happen in isolation. Our attorneys collaborate with your tax, wealth, and business advisory teams to ensure every legal structure is optimized across all dimensions.
Specialized, Not Generalized: Every attorney on our network is a specialist. We match your legal needs to the right expert, whether that’s an estate attorney, a business transactional lawyer, or an asset protection specialist.
Proactive Legal Reviews: We conduct regular reviews of your existing legal documents and structures to identify outdated provisions, gaps in protection, or new opportunities as your situation evolves.
Flexible Engagement: Whether you need a second opinion, a full legal team, or attorneys to work alongside your existing counsel, we structure our involvement to fit your preferences and needs.
Long-Term Relationship: Legal needs change as your family grows, your business evolves, and laws shift. Our team stays engaged and responsive throughout every stage.
Who It’s For
Our legal services are built for business owners, families with significant assets, and individuals navigating life transitions: a business sale, a divorce, an inheritance, or estate planning for the next generation.
If you’ve been relying on a general practice attorney or haven’t reviewed your legal documents in years, our team can provide the specialized oversight and expertise your situation demands.
We serve clients who want coordinated, proactive legal guidance as part of a broader financial plan, not a piecemeal approach.
The Process
- Discovery & Assessment:
We begin by reviewing your current legal documents, business structures, and estate plan to understand where gaps or vulnerabilities may exist.
- Attorney Matching & Engagement:
Based on your needs, we connect you with the right specialist on our national network and manage the engagement from kickoff through completion.
- Cross-Team Coordination:
Our legal team works directly with your tax, wealth, and business advisors to ensure all strategies are legally sound and mutually reinforcing.
- Ongoing Legal Maintenance:
We schedule periodic reviews of your legal structures to ensure they remain current, compliant, and aligned with your goals as your life and the law evolve.
Related 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.
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.
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.