Procyon’s family office services – designed to help families with highly complex and sophisticated lives – are fully customizable to the clients we work with. Our goal is to build a team around families to provide everything they need under one roof. We tailor our objective, fiduciary advice to the unique needs of the families we work with, focusing on effective family governance around cash flow, integrated portfolio management and reporting, risk mitigation, and estate and income tax planning and preparation. Our team of Certified Financial Planner ® Professionals, Chartered Financial Analysts®, Certified Public Accountants, and estate professionals surround our family office clients with the depth of expertise they require, and the proactive approach needed to effectively manage prosperity.

Many affluent families are stuck between working with a traditional advisor who can’t meet their highly sophisticated needs and building out their own family office which takes time and significant resources. Procyon’s Family Office services allow affluent families to benefit from the reach and scope of a family office without the logistical and financial requirements of building one themselves.