Platform Family Office Advisors

Family Office Advisory

Concierge-style financial management services so you can live life beyond the details.

Trusted support. Bespoke solutions.

At Platform Family Office Advisors, we pride ourselves on our commitment to detail, understanding each individual client’s needs and desires, and our concierge-style approach.

And as part of the Platform group, we have access to a network of best-in-class advisors across a variety of fields who can provide specialized advice and collaboration, no matter what the situation.

Our expert approach is grounded in first-class financial knowledge and the individuality of each client.

As a values-driven firm, we believe in doing what’s right for our clients and staying true to who we are.

Concierge style isn’t just lip service.

We know things move quickly, and we move quickly with them. We are committed to responsiveness and providing competent, accurate advice and assistance as fast as you need it.   

Committed to being the best, and doing the best for you.

We have high standards for what we do, and pride ourselves on our commitment to both professionalism and personalization. Because of our commitment to putting clients first, we are one of the leading firms in the industry.

A trusted advisor in your corner.

We offer insightful, expert advice so you can make informed financial decisions, and prioritize quality above all else. We are continually learning, collaborating and bettering ourselves so we can keep up with today’s world and the needs of our clients.

About Platform Advisors

Platform is a professional services organization created to preserve the dynamics of small firm cultures while incorporating the technology and connectedness of the 21st century. We offer local professional services teams enterprise-grade resources, capabilities and support so they can focus their time and energy on personal, high-touch relationships with their clients.

Find out more.

Want to know what Platform Family Office Advisors can do for you? Send us an email and we’ll get back with you soon.