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Ripe and fresh tangerine oranges hanging on branch, orange orchard. Bunch of ripe oranges
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Broward Grove provides strategic leadership, governance, planning and advisory services to families who are committed to being effective stewards of capital across generations. Our goal is to help clients live well, give well and plan well as they navigate the practical and emotional complexities of legacy wealth. We guide families on that journey, providing customized solutions to a small number of family groups within a full suite of family office services.


Meet the Team

The current team at Broward Grove is comprised of a small but mighty group committed to the goal of serving our clients well. 

Orange Juice


Broward Grove's COFO model serves multiple families. In this model, we operate similarly to a co-op or shared service center, distinct from a multi-family office that has a profit motive or a single-family office that serves only one family. 

This model provides our clients with the following benefits:

  • Strategic leadership, governance, planning and advisory services aligned with their goals, 

  • Economies of scale by sharing quality resources (rather than having to each create their own model), 

  • Insights from other families who are also considering similar questions, and 

  • A coordinated professional approach that can survive the current adult generations.

Our Services Include:

  • Family office structure and operations

  • Family meetings and education 

  • Investment governance

  • Philanthropic advising and administration

  • Estate planning maintenance & administration

  • Income tax and related financial planning

  • Tax preparation and projections 

  • Cash flow reporting and liquidity management

  • Other project-based services as needed

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