Washington Avenue Advisors
Family Office
Concierge-level coordination for founders and families with $25M+ in net worth.
At $25M+, the real product is one accountable team instead of five disconnected ones — wealth management plus deeper coordination across more entities, more outside professionals, and the categories a single advisor doesn’t typically cover.
Who it’s for
Founders and families with $25M or more in net worth whose complexity — multiple entities, significant post-exit wealth, multi-generational planning — has outgrown what a single advisor relationship can coordinate.
What’s included
- A dedicated point of contact coordinating your CPA, estate attorney, and other professionals
- Family governance and next-generation education
- Structured philanthropic planning (DAFs, private foundations, charitable trusts)
- Multi-generational wealth transfer and estate-tax structuring
- Consolidated reporting across entities, accounts, and asset classes
- Outsourced accounting and bill pay for the personal side