Tred Avon Family Wealth
1006 S. Washington Street
Easton, Maryland 21601
bspurry@tredavonfamilywealth.com
phone: 410.690.3268
fax: 410.819-3268
Clients can choose a range of concierge services that best meet their family's individual financial needs.
- Investment and Portfolio Oversight
- Cash Flow
- Financial Reporting Consolidation
- Family Accounting
- Expense Management and Bill Paying
- Property and staff management
- Estate and Trust Planning
- Philanthropy, gifting and Impact Investing
- Family Business Consulting
- Advisor Coordination