About Us
    
Confluence:
A flowing of two or more streams, rivers, or the like; A coming together of people or things.

Family Office:
A centralization of family wealth; Coordination of family wealth among people, entities, and generations.

Confluence Family Office:
A multi-family office that services the unique complexities of wealthy families. Founded in 2008, we tailor our services to the needs of our clients and, at the same time, hold firm to the principles that have built who we are.
Water Ring
Principles  
Strong Relationships:
We believe that strong personal relationships with clients will help us serve our clients better.
Financial Literacy:
Knowledge about money helps people make smarter financial decisions, prepare effectively, and manage the welfare of their families. We will always remain committed to advancing financial literacy both for our clients and in the communities we serve.
Balance:
Work/Life, Cost/Benefit, Warmth/Distance. We will continuously seek balance in all conflicting concepts that are ultimately valuable to our clients and our company.
Strong Relationships Financial Literacy Balance
We recognize that families change over generations. Confluence Family Office is dedicated to manage family affairs more efficiently and effectively for all family members. In doing so, we strive to educate our clients on their wealth, maintain their family history, and preserve their family values.If you are interested in learning more about Confluence Family Office, please contact us.