Blue Pages

Welcome to the Family Office Blue Pages, the service provider directory for the family office industry.  Please navigate the following categories to find members of our Family Office Club and registered service providers that have been selected to be featured here.

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Add Your Listing: If you are a charter member or current partner of the Family Office Club and you would like to have your listing created in one of these categories or a new category please login to our Charter Membership member area and submit the Blue Pages Submission.  If are not a Charter Member yet and you would like to be listed here please complete your membership application.

Disclaimer: As with any service provider directory please complete your own normal due diligence on each potential service provider there is no way to certify or verify the delivery of service in any of these areas.

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Tyler Dalton

Family Office Services

Cohen & Company

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tdalton@cohenconsulting.com

We know how important it is for high-net-worth families to cement their legacy. Our professionals work closely with you, your entire family and your advisors to provide personalized solutions that support your overall objectives now and for future generations. With 30 years of experience and the right expertise, our team uses industry best practices to assist you in everything from providing foundational support in creating your single family office to offering a full suite of services.

Our clients range in net worth from $10 million to $15 billion, but, regardless of the size of your family office, our focus remains on building a lasting relationship as we share in your journey. In addition to handling the day-to-day tactical responsibilities of your family office, our dedicated team will support the overall vision of your family’s legacy — leaving you more time to pursue your true passions.

Services
• Outsourced accounting services
• Legacy planning
• Philanthropic planning and reporting
• Philanthropic oversight and consultation
• Generational coordination, education and financial literacy
• CFO services
• Wealth transfer
• Cash flow analysis and projections
• Net worth reporting
• Unique asset reporting and management

1350 Euclid Ave
Suite 800
Cleveland, Ohio 44115
United States
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