Providence is a fiduciary focused family office, serving enterprising families, who desire to come together for a greater good that will preserve and grow their resources. We promote peace of mind by delivering a fiduciary standard of care and expertise. We are attorneys and CPAs who take pride in our work, and work with integrity.

At Providence, we believe that 21st Century global families require a true fiduciary – one with undivided loyalty; who acts with the best interests of the family in mind at all times; who has a broad base of experience, and is flexible enough to scale and customize conflict free services, based upon the growing and changing needs of the family.

Providence will quarterback the entire balance sheet of the family. Governance, education, and lifestyle management, investment oversight, tax and legal compliance, document management, bill payment, and bookkeeping services, among others, are 100% transparent to you through iPaladin, our cloud-based fiduciary management system. You see what we do, when and how we do it. Now that’s true transparency.