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About Us

Family Office Services

Wealth Strategy & Investment Administration

Wealth Strategy & Investment Administration

  • Lifestyle Management
  • Family Governance
  • Private Banking
  • Household Staffing
  • Wellness Resources
  • Vendor Management
  • Personal CFO

Wealth Strategy & Investment Administration

Wealth Strategy & Investment Administration

Wealth Strategy & Investment Administration

  • Wealth Administration
  • Goals Based Planning
  • Trust & Estate Services
  • Liquidity Planning & Management
  • Tax Strategies & Planning

Individual Legacy Advisory Services

Wealth Strategy & Investment Administration

Individual Legacy Advisory Services

  • Foundation Creation 
  • Grantmaking Strategies
  • RFP Creation & Administration
  • Donor Advised Funds
  • Board Recruitment & Training

Business Consulting Services

Institutional Philanthropic Advisory Services

Individual Legacy Advisory Services

  • Strategy Consulting
  • Capital Procurement
  • M&A Advisory Services
  • Valuation Preparation
  • Intellectual Property Advisory
  • Contract Negotiation & Valuation

Sports & Entertainment Management

Institutional Philanthropic Advisory Services

Institutional Philanthropic Advisory Services

  • Contract Evaluation
  • Specialty Lending
  • Wealth Advisory & Administration
  • Lifestyle Management
  • Family Governance & Education
  • Real Estate & Relocation Services
  • Post-Career Advisory Services

Institutional Philanthropic Advisory Services

Institutional Philanthropic Advisory Services

Institutional Philanthropic Advisory Services

  • Donor Capital Campaigns
  • Operations Analysis
  • RFP Creation & Administration
  • Board Recruitment & Training
  • Unique Gift Valuation

Strategic Partners

Reflection Asset Management

Boutique Wealth Management Firm Offering Multi-Asset Class Advice & Solutions to Individuals & Institutions with over 75 Years of Combined Experience

Reflection Capital Partners

Private Investment Firm Specializing in Venture Capital, Private Equity, Private Credit, Institutional Quality Commercial and Residential Real Estate and other Specialty Alternative Asset Classes

Contact Us

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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

Reflection Advisors

jschneider@reflectionadvisors.com



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