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About Us

Serving Family Offices since 2017

Meet Our Experts

Our team is comprised of functional specialists, dedicated to supporting the administrative, accounting and concierge requirements of Family Offices and Foundations. Our staff is highly credentialed, with backgrounds from premier institutions such as Morgan Stanley, Citigroup, JP Morgan Chase, Credit Suisse, Neuberger Berman, PwC, and Deloitte.

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Lillian Anselmi

Director

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Julie Ko

Finance

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Louis Mellet

Director

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Anna Ide

Business Development

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Janet Cortazzi

Human Resources

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Annette Weil

Operations

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Alison Bernstein

Operations

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Sandra Noble

Operations

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Julie Lowry

Marketing

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Tracee Scott

Administration

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Bonnie Purcell

Administration

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