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Family Wealth Stewardship


Family Office Services


Legacy Planning Concentrated Asset Management


Futures & Options Hedging Strategies


Tax Efficient Investment Strategies


Excalibur offers customized, integrated Family Office Services that strengthen our clients’ ability to grow and protect their family’s wealth now and for generations to come. Our team provides trusted counsel as well as efficient management and facilitation of the financial wants and needs of current and future generations.


Running a family office requires a specialized expertise that caters to the complex needs of families with diverse goals and family members. As trusted advisors, our greatest responsibility is to preserve assets, manage long-term goals, and secure the legacy of our clients. We have been fortunate to serve many families for several decades and over multiple generations.


Trusted Family Advisors 

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