Ed Drake

With 33 years of family office and wealth management experience, Ed has always focused on providing outsourced CEO, CFO, COO and CIO services to families and their combined family enterprises.

Ed’s personal mission is to help the generations of families he serves across the nation to live happier and more productive lives. Nothing pleases him more than seeing the next generations develop into responsible well-grounded adults. Responsible adults that carry the values that built the family and its wealth to the next generations. Adults that not only enjoy the opportunities afforded by the work of the generations before them, but also accept the responsibility and stewardship that comes with those resources.