Family Office - Windfall Advisors

Family Office Services

Multi Family office for UHNW and Multi Gen families.

Protect Your Most Valuable Asset: TIME

Passing money downstream with values. Personalized services that maintain control, protect your assets, streamline financial management, and ensure long-term family success. Our family office solutions are designed to simplify your estate and wealth management, giving you the freedom to spend your time how you choose.

Secure & Meaningful Wealth Transfer

Multi generation family wealth management, our holistic approach ensures that all aspects of your financial life are expertly managed, so you can rest assured that your wealth and legacy are secure for generations to come.

Liquidity and Exit Planning

Private Investments

Trustee & CFO Support

Charitable Giving

Family Governance & Education

ESG and Impact Investing

Access Exclusive Opportunities

Access to private equity, venture opportunities and private placements. These opportunities are not available to the public, providing you with unique avenues to grow your wealth.

Secure the Wealth You’ve Earned

From tailored family governance solutions to exclusive lifestyle services, we ensure that your financial success translates into the quality of life you deserve.

Anonymous & Security

Bespoke Travel & Aviation

Lifestyle & Wellness Resources

Philanthropy

ESG & Impact investing

CLIENT REVIEWS

100% FIVE STAR REVIEWS ON GOOGLE

What a unique and heartening experience to have an expert share his knowledge without a preoccupation for making a sale. Daniel is a kind, patient and insightful professional.

I've only been with Daniel for a few months, but so far it has been a relieving and rewarding experience. He is always very communicative which is much appreciated and you don't see that too often from financial advisors. Looking forward to our continued work together in the years to come.

Daniel is a consummate professional with a very personable approach. He is such a great listener, so he can have that personal connection with his clients, which is how to best meet the needs of the client. Daniel responds promptly and works quickly and efficiently. His knowledge of the many different aspects of financial planning for estates, and for clients who want to get their personal finances in order, is impressive. I really appreciate having Daniel on my side because I trust him. Give him a shout!

Daniel and I just started working together. He made what could be a very complicated process extremely streamlined and simple. We were able to set up my account in 15 minutes on the phone together. I am so excited that I now have a true financial advisor, he has made himself available and made me feel comfortable with big financial decisions. I do trust that he will do great things with my portfolio.

I was feeling severely anxious with my finances prior to speaking to Daniel. This kind man took the time to break everything down in simple terms the average person who's just getting started could understand! He can definitely tailor a plan that'll make sense to you and fit your needs. 10/10 would recommend!

I was searching for a financial advisor and I found Daniel. Is not the first time I talked to an expert about my finances but Daniel made it easy to understand. He answered all my questions and gave me very good advice. He listened to all my concerns and gave me his honest recommendations. I'm so happy with our phone consultation. I would recommend 100% Windfall advisors to anyone who's looking for guidance with investing, saving accounts options and a lot more. Very professional and knowledgeable.