At Acadia Family Office, a multi-family office and tax firm specializing in high and ultra-high net worth individuals, we are committed to recognizing and meeting the unique needs of our valued clients.
We work with unrivaled passion to relieve our clients of the worries that accompany day-to-day operations and many of the inherent challenges posed by wealth and ensure that proactive tax planning and the family vision are always considered when devising personalized services.
While attorneys often develop creative trust and estate plans, they often struggle with the complexities of implementation. Our staff of devoted professionals works closely with every client’s personal advisors to assemble a team of experts tailored to his or her needs, assuring that effective tax, gift and estate, philanthropic and family goals are skillfully intertwined. Utilizing our collective years of experience and proven methods, we ensure that all plans are administered effectively with utmost tax efficiency. Our established systems enhance the family’s ability to focus and enjoy their preferred pursuits in whatever is truly important to them.