Network·Family Office
📍 GARDEN CITY, NY
SEC CRD #801-131739
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
Disclaimers For
COO/CCO
📞 (917) 685-1360
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AUM
$163M
Location
GARDEN CITY, NY
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