Private Family Office

Private Family Office is a multi-family office based in Bryn Mawr, Pennsylvania. Founded in 1913, the firm provides back office and family office services to families and individuals. It also engages in the areas of private banking, wealth preservation, estate, and financial planning, trust and foundation administration, tax planning and advice, investment management reporting, and customized technology integration. Additionally, the firm offers business, financial, organizational, generational, governance counsel, and management services. The assets of the firm are managed by the executive management team.