About
Tecolote Advisory is an independent family advisory firm that assists multi-generational families face the challenges associated with shared ownership of wealth. Whether preparing for a transition, managing shared assets or searching for clarity on what it means to be a wealth owner, Tecolote Advisory is here to help.
At Tecolote Advisory, we understand that creating and managing wealth require different skills. We go beyond traditional estate planning to help foster emotional and financial preparedness so that families can better understand what they have, what they want, and what they need to succeed.
Tecolote Advisory founder Marina Vaughan Spitzy is a member of a fifth-generation family enterprise and combines the insight this gives her with 20 years of experience as a professional strategist. She has worked with families, NGO’s and international campaigns. She founded Tecolote Advisory to provide independent advice that is rooted in empathy.