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About Us

Meet the Anico Team

Our people are at the heart of what we do. With diverse expertise in wealth management, tax strategy, philanthropy, and education, our team brings both technical excellence and cultural fluency to every family relationship we serve.

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Family Office Structure

Leadership & Client Care

CEO's role in guiding the office and ensuring client satisfaction

Financial Management

CFO's oversight of budgest, cash flow, and reporting

Legal & Compliance

Ensuring legal protection and compliance

Education & Talent Planning

Proividing educational guidance and talent developmentt

Business Growth

Consultants driving business expansion

Operations Management

Managing family events and daily services

Family Office Management

Coordingating across departments for seamless operations

Family Office Structure

Leadership & Client Care

CEO's role in guiding the office and ensuring client satisfaction

Legal & Compliance

Ensuring legal protection and compliance

Business Growth

Consultants driving business expansion

Family Office Management

Coordingating across departments for seamless operations

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Financial Management

CFO's oversight of budgest, cash flow, and reporting

Education & Talent Planning

Proividing educational guidance and talent developmentt

Operations Management

Managing family events and daily services

Interested in Learning More?

We are a professional, boutique firm that specializes in serving the needs of families of wealth with a personal touch. We’d love to start a conversation. 

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