Family Office
Multi-Family Office
A full multi-family office for households above $50M — investments, planning, bill pay, concierge, philanthropy, governance, and next-generation education, all coordinated by a dedicated relationship team.
Practice lead
David R. Keller, CFP®
Practice scale
38 households served
Minimum
$50M+
What's included
The scope of work.
Investment management and IPS
Tax, estate, and philanthropic strategy
Bill pay and household cash management
Consolidated reporting across all entities
Private aviation, residential, and lifestyle concierge
Foundation and DAF operations
Trustee, board, and family-governance support
Next-generation onboarding and education
How we work
The Cascade approach.
Dedicated relationship team
Three to five professionals (lead advisor, planner, tax, operations, concierge) assigned to one family — never a call center.
Open architecture
We coordinate your existing CPA, attorney, trustees, and managers. Cascade is the integrator, not the gatekeeper.
Consolidated reporting
Every account, entity, and trust reported in one quarterly book — including hard-to-value private holdings.
Privacy by default
Family information is segregated, audit-logged, and accessible only to named team members. CEFEX-certified controls.