PAT SZTURM, B.Sc....

September 18, 2020

ERIC INSPEKTOR, FO...

September 18, 2020

Laura Fitzsimons,...

September 17, 2020

TANIA KVAKIC, CFP...

September 17, 2020

RAE EVANS, CFP® CE...

September 16, 2020

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August 7, 2016

IN today’s complex environment, wealthy families

are dealing with a multitude of issues that need

attention, with various advisors and institutions

offering different solutions, price tags, products

and services. This makes it difficult for family

leaders to stay on top of their affairs and take care of the family’s

wealth management needs with confidence.

“In response to the evolving needs of our clients,”

explains President Shayne Stephens in 2001, “we looked outside

the traditional wealth management landscape and created the

Landmark Family Office.”

She goes on to say, “There are many great products and

solutions being offered in the marketplace, but...

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