Achieve Your Financial Goals and Grow Your Legacy
together with Our Value-Creating Multi-Family Office Platform
At Windward Family Office & Advisory, we have been by the side of investors and families providing bespoke, proactive, and pragmatic advice. We support you to grow your business and wealth and establish a legacy.
We keep investors and families’ objectives in the forefront of everything we do. We advise on effective strategies and best practices for managing intergenerational wealth, such as the sale of a business, a capital event, or managing estates and trusts. Additionally, our professionals model the impact of high-value transactions, such as purchases or divestitures of real estate, aircraft, private recreational vessels, fine art and collectibles, and commodity trading.