Private Family Office · Easton, Maryland

Financial peace of mindfor the familieswe serve.

An independent family office coordinating every part of a family's financial life: wealth management, estate strategy, record keeping, philanthropy, and the daily work of stewardship.

Begin a conversationOur approach

What we do

Multiple supports rooted in stewardship.

One team, one set of books, one point of contact.

01

Financial Planning

Planning for the shape of a single life: retirement, education, insurance, and the transitions in between.

  • Retirement Income

    Transition savings and benefits into steady lifetime income with confidence.

  • Goal & Cash-Flow Modeling

    Cash, income, and goals modeled for the near and longer term.

  • Education Funding

    529 plans and gifting for college and beyond.

  • Insurance & Risk Review

    An independent review of life, disability, and liability policies to right-size coverage.

  • Life Transitions

    Counsel before and after a business sale, an inheritance, or the loss of a spouse.

  • Social Security & Medicare

    Optimization of benefits and timing to support a broader retirement plan.

02

Wealth Management

Planning and investment guidance built to carry across markets, lifetimes, and generations. All financial planning services plus...

  • Estate & Trust Planning

    Holistic care for the next generation, with the option to engage a professional trustee.

  • Philanthropy & Impact

    Donor-advised funds, foundations, planning, and giving that engages your family and its values.

  • Tax-Aware Strategy

    Year-round coordination with your CPA, not a once-a-year scramble.

  • Generational Wealth Transfer

    Gifting, trusts, and the thoughtful work of preparing a legacy.

  • Investment Management

    Portfolios built around an intelligent investment policy at your preferred custodian.

03

Family Office

The day-to-day architecture of a family's wealth, coordinated, consolidated, and managed with care and discretion. Includes all financial planning and wealth management services plus...

  • Consolidated Reporting

    One set of books across every custodian, entity, and advisor.

  • Cash Flow & Bill Pay

    Household payroll, vendor management, and the logistics of life, managed with care.

  • Family Business Consulting

    Governance, succession, and planning for the longer term.

  • Advisor Coordination

    Working in step with your CPA and attorney as needed.

  • RegisteredSEC Investment Advisor
  • Comprehensive planningCertified Financial Planner
  • Standard of careFiduciary
  • Founded2014
  • Experience55 years combined
  • Primary custodiansSchwab · Fidelity

An investment in knowledge pays the best interest.

Benjamin Franklin

Our purpose

For more than a decade, Tred Avon Family Wealth has been the steady center of our clients' financial lives. Independent, responsive, and results-driven.

An introduction

A conversation in confidence.

We work with a deliberately small number of families. If our approach resonates we would welcome a private conversation.

Begin a conversation