our team

We are smart (EQ+IQ), thoughtful, humble, competent, curious, careful, confident, and trustworthy. Our collective objective is to hold ourselves to the highest moral and ethical standards and provide great service to our clients. We do the right thing even if it’s difficult or unpopular. As a team we care about all the details while holding the matrix of complexity in sight.

We work collaboratively with a team of smart external advisors to constantly learn and serve - our knowledge bank is valuable and always growing. We have vertical and horizontal depth: family systems/dynamics, financial services, accounting, tax, partnerships, estate planning, aviation, private investments, real estate, gifting, intra-family transactions, risk management/mitigation, insurance, privacy, reporting, household employees, eldercare requirements, philanthropy, G2-G+ challenges and everything in between.

As an organization, Streamline Family Office has been working with UHNW families for over 25 years. We serve as Trusted Advisor and Supervisor to an aggregate of over $3.5B of client assets. We have extensive experience with and knowledge of the unique complexities and freedoms that wealth creates. It is a privilege to objectively partner with our client families and their team of advisors.