ELITE Family Office
Serving ultra-high net worth clientele by providing comprehensive generational holistic financial planning, custom tailored insurance solutions, disciplined investment strategies and proactive personal service.
ELITE Family Office Serving Your Generational Wealth
We know that all great relationships are built on trust, which is why we work so hard to fulfill our promises to each and every client. When it comes to finding a team of financial professionals to serve you in managing, growing, and preserving your wealth, the decision is as personal as it is financial; It’s not just years of expertise and top tier services that we offer, it’s our commitment that you’ll be provided with the highest quality service for generations to come.
The ELITE Approach
That’s the advantage of working with ELITE Family Office. Our trusted team of advisors, in coordination with your family office and other advisors, will work to understand your unique financial goals and find efficient strategies to serve you best.
Meet Our Founder
Alejandro Mendieta
Founder
Meet Our Founder
Alejandro Mendieta
Founder
ELITE Family Office’s core values are based
on the following principles:
Education
Leadership
Integrity
Trust & Transparency
Excellence
