Gould Cooksey Fennell

Our firm has served high net worth clients for over 55 years and created a family office group that has served multiple families for the last 22 years. The Family Office Services Group coordinates and leads the client's team of advisors to assist high net worth individuals and their families with complex legal, tax, estate planning, investment and family needs. Our coordinated strategy benefits wealthy clients with diverse assets including those with multiple trusts, family businesses, charitable entities, and real estate. Naturally, we have a focus on complex tax and estate planning, but we also have strengths in organizing and tracking assets, coordinating with a client’s team of trusted advisors and helping lead family discussions with the next generation regarding family values and stewardship of wealth.

Contact

Iliana S. Malaret
Co-Director of Family Office Services
772.231.1100
ism@gouldcooksey.com

Headquarters

979 Beachland Blvd.
Vero Beach, FL 32963
United States

Other Office Locations

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