Trusted Leadership Team
Our team brings deep expertise in investment strategy, estate planning, tax optimization, operations, governance, lifestyle and travel management . We partner with families to navigate succession, build lasting wealth, and align resources with your family's goals and values.
Tom Galfano
Founder & CEO
Tom brings decades of experience leading strategic advisory for ultra-wealthy families. He has a unique skillset, combining financial, technical, and relationship expertise to help principals build enduring family offices.
Paige Galfano
Director of Operations
Paige is a seasoned leader with experience managing private medical practices and building family offices. Deeply focused on client outcomes, she ensures the firm’s services run as a cohesive, integrated platform, translating a principal's vision into an efficient family office.
Chloe Holmskov
Client Relations Specialist
Chloe oversees the intricate needs of multi-generational families with a focus on discretion and white glove service. She specializes in streamlining family affairs from travel to lifestyle management.
Oscar Mendoza
Implementation Specialist
Oscar is the “architect” of action, responsible for the technical setup, onboarding, and project leadership required to build a successful, professionally managed family office.
Partnership over transactions
We act as true partners to your family office, not external consultants. Your success depends on deep understanding of your goals, values, and long-term vision. That's why we invest time upfront to align strategy with what matters most to your family, then stay engaged through personalized implementation and change.