Family office advisory services are crucial for high-net-worth families seeking to manage their wealth, legacy, and complex financial affairs. Featured.com offers a curated directory of elite family office advisors who provide expert guidance on investment strategies, succession planning, and multi-generational wealth preservation. These seasoned professionals have been featured in leading financial publications, offering valuable insights on topics ranging from tax optimization to philanthropic initiatives. For publishers and journalists, our directory is an invaluable resource to connect with authoritative voices in the family office sector. Meanwhile, advisors gain a powerful platform to showcase their expertise and attract high-profile media opportunities. Whether you're researching an article on ultra-high-net-worth asset management or seeking a qualified expert for your family's financial needs, this directory simplifies the process of finding trusted family office advisors. Explore our listings to connect with top family office experts who can provide the specialized knowledge your content or family requires.
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Art Advisor at Art Partners Advisory
Hailey Widrig, founder of Art Partners Advisory, is a seasoned art advisor and appraiser specializing in 20th-21st Century Fine Art and Photography. With over 15 years of experience in the art world, Hailey has analysed thousands of artworks from galleries, artists and auction houses on behalf of clients. A member of Association of Professional Art Advisors and an accredited member of the Appraisers Association of America, she provides USPAP-compliant art appraisals for insurance, donations and estates. Hailey is the only art advisor holding these qualifications in Paris, France, where she has lived since 2014. Her unique position in the art market allows her to work with private collectors and corporate clients to build and maintain some of the most significant art collections in Europe and abroad. Hailey is fluent in both English and French languages.
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CEO at WealthArch Investment Services
Earl Yaokasin, CFA, is an investment manager who runs WealthArch Investment Services in Pasadena, CA. He is a fiduciary with over twenty years of experience, and whose entire personal portfolio is managed by the firm in the same investments as the company’s clients. His firm focuses on value investing, similar to Warren Buffet’s successful approach, and disciplined strategies designed to create growth with downside protection, enabling clients to move steadily towards their life goals and aspirations with confidence.
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Wealth Management Advisor at Cetera Investors
Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.
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Founder & Managing Director at Objective, Investment Banking & Valuation
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Managing Director at KIS Finance
Holly Andrews is the Managing Director and Mortgage Advisor at KIS Finance, with over 20 years of experience in finance and insurance. She began her career in 2007 as a Secured Loans Underwriter, later transitioning into roles focusing on customer service and compliance. In 2015, Holly took over as Managing Director of KIS Finance, specializing in Bridging Finance and Equity Release. Holly’s expertise spans all types of mortgages, property investing, money management, and business start-ups. Holly is known for her hands-on leadership, continually improving business procedures and delivering tailored financial solutions. Her professional qualifications include CeMAP, CeRGI, CeRCH, and CeRER. Outside of work, she enjoys gaming, cooking, and raising awareness for autism.
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Chief Culture Officer at Premier Wealth Partners
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Financial Adviser at Fintegrity
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Co-Founder at Dallas House Sale Group
Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.
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Founding Attorney and Mediator at San Diego Divorce Mediation & Family Law
Scott Levin, known as the Chief PeaceKeeper™, is a leading San Diego divorce lawyer and mediation expert. As the founder of San Diego Divorce Mediation & Family Law, Scott helps couples achieve amicable divorces without the stress of court battles or high legal fees. With over 20 years of family law experience and a magna cum laude degree from the University of Virginia School of Law, Scott is dedicated to providing affordable, peaceful resolutions for families. Scott's clients typically reach amicable out of court agreements in months for a fraction of the cost of a contested litigation. Scott’s expertise as a Certified Divorce Financial Analyst™ ensures a fair division of assets and debts, while his problem-solving approach has earned him recognition as one of San Diego's top family law attorneys, including awards from San Diego Business Journal, Super Lawyers, Mediate.com, and San Diego Metro Magazine. Scott is proud of his and the firm's compassionate approach to separation empowering families to resolve all aspects of divorce with dignity. To learn more about Scott and mediation law services, call 858-255-1321
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Investor & Chief Wealth Builder at Invested Mom
Investor, entrepreneur, and founder of Invested Mom, empowering individuals to achieve financial independence and live unrestricted lives. With expertise spanning corporate leadership, wealth building, and content creation, I help others master investing strategies that transform financial futures. Former Tesla executive where I managed billion-dollar revenue recognition and led teams of over 100 people, I successfully transitioned from corporate leadership to entrepreneurship, retiring at 38 through strategic investing in stocks, real estate, and business ventures. Born in Cape Town, South Africa, my entrepreneurial journey began at age 9 selling fudge to schoolmates. Today, I leverage my diverse experience to guide others, particularly women, in breaking free from traditional employment constraints to control their time, resources, and financial destinies. As the author of the upcoming book "Living Unrestricted," I share practical frameworks for wealth creation that anyone can implement regardless of their starting point. My approach combines personal transformation with actionable financial strategies that have helped countless individuals replace their income through investing and build lasting wealth. Co-founder of Penfriend, an AI-powered content creation tool developed to solve the challenges of content operations and management that I experienced firsthand as a business owner. Passionate about democratizing wealth and financial education, I believe everyone deserves access to the knowledge and tools needed to secure their financial future.
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Co-Founder at Uncle Tex Buys Houses
Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.
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Director at Uniwide Formations
I am the Director of Uniwide Formations, a London-based company formation agency that specialises in assisting entrepreneurs and businesses with the registration of limited companies in the United Kingdom. I lead a dedicated team that provides expert guidance, comprehensive compliance support and registered office address services, ensuring that the process is straightforward and efficient. I am committed to simplifying business registration so that my clients can concentrate on growing their businesses. I am also a Solicitor in England and Wales, which enhances my ability to offer thorough legal insight and robust compliance support.
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CFO at Bonfire Advisory
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Founder / Managing Partner / Co-CEO at Dragon Horse Agency
I’m P. Blake Renda—entrepreneur, investor, and co-CEO of Veedor Holdings LLC based in Naples, FL, with a satellite office in Santa Monica, CA. Veedor Holdings LLC, in addition to making strategic investments, owns and operates Dragon Horse Agency, Dragon Horse Publishing, and Moxie Creed. My professional journey began while attending the University of Southern Calfornia as an intern at NBC Studios, which led to a full-time position upon graduating. I then pivoted to law and then finance which ultimately lead me to Wall Street in 1996, where I was part of small team in Palo Alto, CA managing over $20 billion in technology-sector assets at J. & W. Seligman & Co. and in 2000 I earned recognition as one of Institutional Investor Magazine’s “Best of the Buy Side.” In 2006, I joined the New Dimensions Growth Team of American Express Asset Management in La Jolla, CA, as the T/M/T manager across six growth funds with $40 billion plus in AUM. In 2004, I was nominated for Institutional Investor Magazine's "Best of the Buy Side." Those years instilled in me the importance of rigorously vetting opportunities and leading with foresight—skills that I have consistently applied to every entrepreneurial venture. From 2011 to 2015, I helped transform a boutique Florida skincare startup into a nationally recognized, multi-award-winning brand, culminating in its public listing via SPAC. I exited that company and launched Veedor Holdings LLC with my Co-Founder, Julie Koester. Today, we own and operate Dragon Horse Agency, a multi-award-winning, bi-coastal agency serving global clients known for delivering business strategy and marketing under one roof. We also own Dragon Horse Publishing, an award-winning publishing company, and Moxie Creed, a wellness lifestyle e-commerce company. Beyond the accolades, successes, challenges, and failures, I live with a deep belief in resilience, mentorship, and shared success. I’m a proud father, a former youth volleyball coach, and a passionate advocate of Ubuntu—"I am because we are." Whether scaling startups, navigating global markets, or building culture, I bring the same competitive spirit and collaborative ethos to every endeavor. Success isn't about accolades—it’s about legacy, community, and the courage to keep moving forward. As Winston Churchill said, “Success is not final; failure is not fatal; it is the courage to continue that counts.”
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Retirement Income Strategist at Self Directed Retirement Plans LLC
I'm passionate about helping families build generational wealth through strategic retirement planning. As a retirement income strategist, I specialize in self-directed retirement solutions that give people more control over their financial future. My approach is pretty straightforward - I believe everyone deserves access to the financial strategies that the wealthy have been using for generations. I focus on showing clients how to leverage their existing assets, whether that's an old 401(k), home equity, or other resources, to create multiple streams of retirement income. What really drives me is seeing families break free from traditional financial limitations. I love educating people about options they didn't even know existed, like self-directed 401(k)s and velocity banking strategies. It's amazing to watch someone's eyes light up when they realize they have more control over their financial destiny than they thought. I take pride in sitting on the same side of the table as my clients - their success is my success. Whether we're mapping out a debt elimination strategy or creating a retirement income plan, my goal is to empower people with the knowledge and tools they need to build lasting wealth.
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Managing Partner at Mineral Vault
Blake Morgan serves as Managing Partner of Mineral Vault following a career at Google, and, more recently, 10 years experience in mineral interest acquisition and management at Allegiance Oil & Gas and Anthem Oil & Gas. Mr. Morgan is a graduate of The University of Texas at Austin, where he received an academic scholarship to obtain his degrees in Business Honors & Finance. He is a native of Midland, Texas.
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Private Wealth Advisor at Grow Think Investment Management
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Managing Director at Objective, Investment Banking & Valuation
Managing Director at Objective, Investment Banking & Valuation
Managing Director at Objective, Investment Banking & Valuation
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Family Office Advisory experts are professionals specializing in managing the financial affairs of ultra-high-net-worth families. They offer invaluable insights on wealth management, estate planning, and investment strategies for affluent families. Publishers can benefit from these experts' knowledge to create authoritative content on topics like multi-generational wealth transfer, family governance, and sophisticated investment approaches, enhancing the credibility and depth of their financial reporting.
Family Office Advisory experts can gain significant exposure by joining Featured.com. Our platform connects you with top-tier publishers seeking expert insights for their articles, interviews, and reports. This exposure can enhance your professional reputation, expand your network, and potentially attract new clients. Additionally, being featured in reputable publications can position you as a thought leader in the Family Office Advisory field, opening doors to speaking engagements and other professional opportunities.
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Featured.com offers a diverse range of Family Office Advisory experts, including wealth managers, tax specialists, estate planning attorneys, investment strategists, and family governance consultants. Publishers can find professionals with expertise in areas such as sustainable investing, impact philanthropy, alternative investments, cross-border wealth management, and digital asset integration. This variety ensures that publishers can access specialized knowledge for a wide array of Family Office-related topics.
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