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Welcome To

Your Family Office

Estabrook provides comprehensive personal advice & service through our family office approach to wealth management. Family Offices have been the luxury of only the highest net worth families. Not anymore.

For select individual & their families, Estabrook delivers the best aspects of Wealth Management & The Family Office.

  • Financial Planning

    Our process pulls together every aspect of your financial life to create a plan that tracks directly to your goals and dreams. We ask better questions to create a plan that misses nothing.  Being thorough creates comfort and confidence.

  • Risk Planning

    Our clients have generated their wealth from their businesses and/or inheritance. They come to Estabrook to protect their wealth and to eliminate or mitigate any risk to it.

  • Estate Planning

    Effectively managing the transfer of wealth across generations comes from experience and a process that understands efficient estate structure and their tax implications.

  • Investment Management

    For over 40 years, Estabrook has earned its reputation for consistent and reliable returns against market standards.  How we put your money to work for you is part of the comprehensive plan we will build and execute for you.

  • Tax Services

    Now, more than ever, it is critical to continually manage the tax implications of your financial world. Taking advantage of regulations and adjusting your plan to match new rules is a key component of our client work.

Estabrook eMoney provides a centralized online hub that pulls together every aspect of your financial world.

In addition to coordinating every disparate account, Estabrook uses this powerful online tool to dynamically show the impact of life decisions on your income and long-term financial planning.

WELCOME TO

YOUR FAMILY OFFICE

Estabrook clients have built their wealth by earning it and/or inheriting it. They come to us for our experience in reducing risk, responsible growth & providing seasoned advice for their present and their future.

WHAT HAVE I MISSED?

Missing key components of your financial world creates risk. Our intake process and software tools ensure we capture everything.

IS THIS THE RIGHT TIME TO SELL MY BUSINESS?

Our software dynamically shows you the long term implications on your wealth when you sell large assets. This powerful tool allows us to instantly test scenarios based on value and timing against your budget and needs.

DOES OUR FINANCIAL PLAN TRULY FEEL LIKE US?

Our intake process ensures every client has a plan that is completely unique to them. No cookie cutter solutions or standard plans.

WILL MY MONEY BE A BLESSING OR A CURSE TO MY CHILDREN?

Careful estate and tax planning will make sure you minimize the impact on your children.

Talk to us.

Our initial discussions will help bring order & confidence to your financial life.

Sign up for the
ESTABROOKQuarterly
Every quarter, you'll receive the insights we share with our private clients. We'll discuss trends and strategies that help you feel more in control of your financial life.

Start the conversation
To speak to a representative or request more information, please use the contact details below.
Bill Baird
Director, Business Development
New York
900 Third Avenue Suite 1004 New York, NY 10022
Asja Begoylc
Marketing and Client Services
Florida
822 AlA North Suite 201 Ponte Vedra Beach, FL 32082