The Coordination Gap
Why complex family wealth needs someone responsible for connecting investments, taxes, estate planning, and liquidity.
Read articleOutsourced Chief Investment Office · San Francisco
Most families with significant wealth have capable advisers — but no single adviser responsible for the whole picture. Lavelle fills that role.
We work with a small number of entrepreneurial families navigating business sales, concentrated holdings, and significant private investments.
Start a ConversationJudgment is the product.
Everything else exists to improve it.
What We Do
A coordinated portfolio across public and private markets, built around your existing holdings, liquidity needs, and long-term goals.
Explore Investment Management →Working with your tax, legal, and estate advisers to connect investment decisions with your family’s broader financial picture.
Explore Family Office Coordination →Views from Lavelle on coordinating complex wealth and investing across public and private markets.
Why complex family wealth needs someone responsible for connecting investments, taxes, estate planning, and liquidity.
Read articleA private investment must fit the family’s commitments, concentration, and future cash needs.
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Location
345 California Street, Eighth Floor
San Francisco, CA 94104