A team of family wealth specialists, with a heart for service.

Comprised of subject matter experts compensated solely on the quality of service, we work collaboratively to guide families in a personal, authentic manner.

Board of Directors

Composed of clients and industry professionals, our Board guides our work and ensures our clients' best interests are served.

Ann Bartram

Private Investor

Richard Baur

Co-Founder and Principal of Conway Investment Research

Spencer Burke

Senior Counsel at ArchBridge Family Office

Julie Castelbaum

New York, Norm Ai

Nick Farrell

Los Angeles, MarketAxess

Teddy Farrell

New York, JPMorgan

Adie von Gontard

Tampa, Young Money APAA Sports

John Jennings, JD

President and Chief Strategist of ArchBridge Family Office

Matthew Kent

St. Louis, Cequel III

Mary Krey

President of Green Bay Management Company

Julie Lilly, JD

Chief Executive Officer of ArchBridge Family Office

Philip Louis, Jr., JD

Partner at Armstrong Teasdale

Willie Maritz

Nashville, Maritz, LLC

Cassie Maschhoff

New York, Lottie's Meats

Julie Maschhoff

Owner, The Maschhoffs LLC

David Stokes

President and Chief Executive Officer of Grey Eagle Distributors

James Turley, Chairman

Chairman, ArchBridge Family Office | Former Global Chairman and Chief Executive Officer, Ernst & Young | Board of Directors, Citigroup, Emerson, Northrup Grumman, and Precigen

Allie Williams

San Francisco, Hightouch

Edward Williams

Partner in Springbok Partners

Our Approach

We proactively guide families across all assets, entities and disciplines.

Our Approach

Careers

Our team is the secret to our success. See our open opportunities.

Join Our Team

Family, Forward.

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