Areas of Focus

Our areas of focus include:

  • Attorneys
  • Accountants
  • Bookkeepers
  • Corporate Trustees
  • Custodians and Recordkeepers
  • Family Governance Consultants
  • Human Resource Consulting and Recruiting Firms
  • Insurance Brokers and Consultants
  • Internal Controls
  • Investment Consultants
  • IT/Technology Administration and Maintenance
  • Multi-Family Office (MFO)
  • Next Generation Education
  • Payroll and Benefits Administration
  • Philanthropy Consultants
  • Private Banks
  • Trust Companies
  • Valuation Consultants
  • Other Advisors - Art, Real Estate, etc.


115 East Putnam Avenue
Greenwich, CT 06830
info@sfoadvisorselect.com