Whitley Penn’s Family Office Services provide flexible, personalized support for managing complex wealth and financial operations. Our experienced team works alongside existing teams and advisors to preserve wealth, enhance reporting, and strengthen operations. With discretion, responsiveness, and strategic insight, we deliver adaptable guidance that evolves with your family’s priorities and long-term goals.
What Makes Whitley Penn Different?
What Makes Whitley Penn Different?
Pain points and challenges we can help you address at every stage
Gain greater clarity, control, and confidence with tailored family office support designed to protect your legacy and advance your long-term goals.
Trusted Technology Partners
By utilizing these sophisticated, secure tools to support our Family Office Services, we significantly enhance operational efficiencies, reduce the administrative burden placed on you and your team, and dedicate more of our professionals' time to analyzing the critical aspects of your financial reporting, investment data, and operations.
Meet the Family Office Services Team
Irfan Dossani
Partner-in-charge of Advisory
Ashley Kimery
Family Office Industry Leader
Bryan McClune
WPWealth Partner
John Yeager
ERP Managing Director
Katie Peck
CAAS Managing Director | Fund Administration
Who We Serve
We provide tailored strategies aligned with your unique needs. Our professionals have extensive experience serving a diverse range of family offices, including those that are:
- Building a family office
- Single Family Offices
- Multi-Family Offices
- Hybrid & Customized Solutions
Empowering Private Clients
Learn more about our private client services that address the unique needs of individuals and families.
Empowering Private Clients
Learn more about our private client services that address the unique needs of individuals and families.
Related Insights
Frequently asked questions
See below for answers to common Family Office-related questions.
What are the benefits of outsourcing Family Office Services?
Outsourcing can provide access to specialized experience, scalable resources, enhanced reporting capabilities, greater process efficiencies, and a reduced administrative burden. It also allows families to focus on strategic priorities while maintaining access to experienced professionals and technology solutions.
Can Whitley Penn help improve family office operations and processes?
Yes. We evaluate existing workflows, reporting processes, controls, and technology to identify opportunities for improved efficiency, accuracy, transparency, and scalability across family office operations.
Can you work alongside our existing advisors?
Absolutely. We frequently collaborate with internal family office personnel, investment professionals, attorneys, bankers, wealth managers, trustees, and other advisors. Our goal is to strengthen coordination, improve efficiency, and provide additional resources where needed.
Do I need to outsource my entire family office to work with Whitley Penn?
No. Many families choose to outsource only specific functions while retaining others in-house. We can support areas such as accounting, reporting, tax, bill pay, financial administration, technology, and advisory services. Our approach is flexible and can be tailored to complement your existing structure.
How does Whitley Penn tailor its services to each family?
Every family has different objectives, structures, and preferences. We take the time to understand your goals and develop a service model that aligns with your family’s needs, whether you require comprehensive support or assistance with specific functions.
Can family office reporting be customized?
Yes. Reporting can be tailored to your family’s unique needs, including entity-level reporting, consolidated financial reporting, investment reporting, cash flow monitoring, budgeting, and other customized dashboards and presentations.
Does Whitley Penn have the bench strength to support complex family office needs?
Yes. Clients gain access to a multidisciplinary team that can include professionals with experience in accounting, tax, advisory, transaction support, technology consulting, valuation, and wealth-related reporting. This team-based approach helps provide continuity and specialized experience as needs evolve.
What size family office can Whitley Penn support?
We work with families at various stages of complexity, from those establishing formal family office operations to multigenerational families with diverse investments, entities, and reporting needs. Our services can scale as family wealth, investment activity, and administrative requirements grow.