Family Offices

Ashdon Investment Management is a multifamily office, providing wealthy families with investment management and consulting services aimed at growing and preserving wealth over multiple generations. Our services are custom-tailored to instill confidence and trust, meeting the economic, emotional, physical and educational needs and situations of each family and its diverse members. We believe that no two families are alike, and respect these differences to serve their unique philosophies. Our services are customized to meet the specific needs of each family on a level not often provided by larger firms.

We work together with other financial professionals to integrate all components of each client’s financial situation. While focused on investment management, our services may extend to anything that touches or affects our clients’ finances. This includes cash flow management/budgeting; charitable giving; family business or foundation management; intergenerational transfer, tax, trust and estate administration; educational seminars, consulting on any financial issues and collaborating with any other service providers.

Ultimately, we help wealthy families support their specific missions and goals.

Ashdon believes that no two families are alike. For Ashdon, clients’ financial assets extend beyond the monetary to enabling the fulfillment of their personal mission and goals.