A Smarter, Complete Approach to Building Wealth
Most people believe they’re doing the right things. Maxing out their 401(k), contributing to an IRA, but those tools alone are rarely enough to build the kind of wealth and financial security high achievers are capable of.
At Pelican Family Office, we meet you where you are today and build a personalized strategy that allows you to enjoy your money now while growing and protecting your wealth for the future.
Using both investment expertise and a deep understanding of the tax code, we maximize every financial opportunity available to you.
- More than just investments:
True wealth management means integrating investment strategy with tax planning, estate planning, and business finances, not managing a portfolio in isolation.
- Education and empowerment:
We don’t just manage your money. We help you understand it. Our goal is to equip you to make confident, informed decisions at every stage.
- Built for growth and preservation:
Whether you’re in wealth-accumulation mode or focused on protecting and distributing what you’ve built, we structure your plan to serve you at every stage of life.
The Pelican Family Office Approach
Coordinated Wealth Planning Across Every Dimension of Your Financial Life
Goals-First Planning: We start with what matters most to you: retirement, financial independence, legacy, business exit. Then we build your wealth strategy around those priorities.
Tax-Aware Investing: Our investment decisions are made with one eye on the tax code. By integrating tax strategy into portfolio management, we help you keep more of what you earn.
Holistic Financial Coordination: Your wealth plan is coordinated with your tax, legal, and business advisors to ensure alignment across every aspect of your financial life.
Transparent, Client-Centered Advice: We work for you. Our recommendations are driven by your best interests, and we explain every strategy in plain language so you can make truly informed decisions.
Ongoing Monitoring & Adjustment: Markets change. Life changes. We actively monitor your portfolio and financial plan and make proactive adjustments as your situation and goals evolve.
Who It’s For
Our wealth management services are designed for individuals and families who have achieved meaningful financial success and want to ensure it grows, lasts, and eventually transfers to the people and causes they care about.
Whether you’re a business owner preparing for an exit, a high-income professional looking to accelerate wealth accumulation, or a family focused on multi-generational planning, we build the strategy around your specific situation.
If you’re relying on employer retirement plans and wondering whether you’re truly on track, we’re here to help.
The Process
- Financial Discovery:
We begin with a thorough review of your current assets, income, liabilities, goals, and existing plans to establish a clear financial baseline.
- Custom Wealth Strategy:
We develop a personalized plan that integrates investment management, tax efficiency, estate planning, and protection strategies in one cohesive roadmap.
- Implementation & Portfolio Management:
We put the plan to work managing your investments, deploying strategies, and coordinating with specialists to execute every component.
- Ongoing Reviews & Refinement:
We stay engaged over time, holding regular reviews, tracking progress, and evolving the strategy as your business and personal goals 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.