Family Office Practice Group
Strategic Financial Leadership for Families and Entrepreneurs
Our family office practice supports entrepreneurs, family-owned businesses, and high-net-worth individuals with financial leadership across generations. We provide strategic guidance and hands-on execution to help protect assets, manage complexity, and support legacy goals.
Guidance That Evolves With Your Family’s Vision
Every family office is unique—shaped by your values, your history, and your ambitions. Whether you're forming a new family office or strengthening an established one, we help you navigate the shift from operating a successful business to stewarding multigenerational wealth. That evolution requires more than financial management—it calls for a new mindset and a broader view of the opportunities your wealth makes possible.
How We Help
We deliver essential financial operations you can rely on. From day one, your family office needs trusted professionals to handle core financial operations with precision and discretion.
Financial operations
Accurate and timely accounting
Comprehensive financial reporting
Bill pay and expense tracking
Oversight by experienced CFOs and accounting leaders
Whether your family’s assets span states or continents, we adapt to your needs and deliver continuity you can trust.
Custom Governance That Reflects Your Family’s Values
Strong governance aligns your family’s goals with clear roles, policies, and decision-making structures. We help you define:
Who participates in the family office and under what conditions
How investment decisions are made and by whom
The role of advisory panels, executive leadership, and beneficiaries
Processes for exiting the family office or reallocating assets
Our team works closely with you to design governance that grows with your family and reflects your evolving philosophy.
Beyond the Balance Sheet: Services That Support Your Lifestyle
We offer support in areas that matter to your family’s safety, privacy, and philanthropic reach:
Risk mitigation and insurance programs tailored to your lifestyle
Private aviation programs for secure and efficient travel
Family foundations and charitable planning
Legacy and succession strategies that reflect your purpose
We integrate seamlessly with your legal, tax, and investment advisors to ensure a cohesive, informed strategy.
Who We Serve
Closely Held Businesses
As your business grows, so does the complexity of separating personal and company finances, especially when family members are involved. We support founder-led and multigenerational businesses in setting up family office infrastructure, managing interrelated finances, and preparing for succession or liquidity events. Whether you're planning an exit, reinvesting in future generations, or formalizing operations, we help you protect what you’ve built and plan for what’s next.
Family Offices
Whether you're forming a family office for the first time or optimizing an existing one, we serve as your operational partner. We support everything from core financial services to governance design, succession planning, risk management, and philanthropic program implementation. Our team works alongside your trusted advisors to ensure your family office reflects your values, scales with your needs, and evolves with the generations.
High Net Worth Individuals
If you’re managing significant personal wealth—whether from a liquidity event, inheritance, or decades of entrepreneurship—you may be considering the next step: creating a structure that brings clarity, privacy, and continuity to your financial life. We help you build that structure. From accounting and bill pay to investment oversight and governance planning, we deliver tailored services so you can make informed decisions and focus on what matters most to you and your family.
Meet the Team
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Seth Tuman
Family Office Practice Group Leader
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Jess Gutierrez
Family Office Practice Group Member
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Joe Markunas
Family Office Practice Group Member
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Donna Hamlin
Family Office Practice Group Member
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Jen Hotes
Family Office Practice Group Member
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Jerry Johnson
Family Office Practice Group Member
Build a High Performing Team
Whether your business is growing, transforming, or in need of change, finding the right people quickly is critical. Our recruiting services give you direct access to experienced recruiters and advisors who understand your industry, your challenges, and the kind of talent it takes to move your business forward. Whether you're filling a key executive role, backfilling staff during a transition, or building out a new team, you’ll get tailored recruiting support without the overhead of a traditional search firm.
You choose the model that fits: executive search, contingency recruiting, or interim and project-based staffing. Every search is grounded in deep operational knowledge from across the 2GO Advisory Group—so you’re not just hiring quickly, you're hiring wisely.