Wealthaven Information

Wealthaven is consulting firm serving ultra high net worth families, trustees, family offices and closely held family businesses. For a select group of families, we act as a dedicated (yet outsourced) family office, providing personalized CFO services for individuals and families. Representative projects include the creation and operation of private trust companies, restructuring family offices, developing shareholder agreements and governance structures around closely held businesses and trustee-beneficiary relations. Wealthaven also advises family offices on investment mandates, placing over $2.3 billion with OCIO managers in 2015 alone.