Network·Family Office

Five Eleven Family Office LLC

Unclaimed

📍 GARDEN CITY, NY

Family Officefinancial servicesbusiness servicesmedia
www.five11partners.com

SEC CRD #801-131739

About

Five Eleven Partners For a limited number of families, the possibilities are limitless . --> --> Created to meet the financial needs of ultra-high-net-worth families in the most detailed, expert and curated way possible. Created to meet the financial needs of ultra-high-net-worth families in the most detailed, expert and curated way possible. Who we are The difference can be felt in every facet of our work. Five Eleven delivers a bespoke single-family office experience tailored to ultra-high-net-worth families. We combine the scale and sophistication of a large advisory firm with the personalized care of a close-knit team, offering solutions aligned with each family’s unique goals and values. our team Led by a team of seasoned professionals, each a recognized leader at the forefront of their respective wealth disciplines. Andy Crofton Founder, Managing Partner Scott Essex Co-Founder, Managing Partner Gil Calderon Partner, Chief Investment Officer Keith Feinberg Partner, Chief Wealth Strategist Matthew Machucki Director, Investments Shawn Young Client Advisor Tax Planning Specialist ‍ Leigh-Ann Hanlon Business Operations Manager ‍ our approach Every part contributes to the success of the whole. Wealth Management Identifying purpose/values and establishing long-term objectives Estate and succession planning Leadership and transition management Tax planning and family business Multi-generational education Financial Services Information management and centralized balance sheet Cy

Key Contact

DF

Disclaimers For

COO/CCO

📞 (917) 685-1360

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Geographic Focus

nyunited states

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AUM

$163M

Location

GARDEN CITY, NY

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