Strategy

For family/business owner planning, ELO Counsel provides strategic planning by focusing on healthy family relationships, responsible stewardship of all forms of capital, and the development of a family legacy. For financial and estate planning, ELO Counsel works with leading industry professionals to serve affluent families whose financial affairs are impacted by changes in their business circumstances. We deliver integrated planning based on the client’s values and will integrate family, wealth, business and philanthropic objectives.