Welcome to Family Office Match™

Our goal is to match vetted professionals and service providers to HNW and UHNW single-family and multi-family offices.

HNW Focused

Focused on single-family and multi-family offices and those who serve their needs.


Unique Matching Service connects vetted professionals and service providers with high net worth individuals and families.

News & Trends

Source for financial industry news, trends, opinions, and updates.

Wealth Management Strategies for Corporate Executives

Mark Persaud, Financial Advisor, Author

You have worked hard to build a comfortable life for yourself and your family. Your hard work has been rewarded with financial success and, as your wealth has grown, so has the complexity of managing it. As a corporate executive, you face a number of unique financial challenges, including equity awards, restricted stock, blackout periods and deferred compensation plans. To create a comprehensive wealth management plan, you will need to address these challenges in the context of your most important goals.