What we do
Tecolote Advisory has a value-based approach to legacy planning that combines wealth advisory with family advisory. We are collaborative and work with families to integrate personal issues with outside expertise.
We offer strategic advice on:
Family governance
Estate and Succession planning
Leadership development
Philanthropy
Art estate planning in collaboration with Cadell >
Benefits for clients include:
Wholistic understanding of assets
Strategic clarity
Greater confidence engaging with stakeholders and outside advisors
All services are objective and independent, focused on the client’s best interest.
Testimonials
“Thank you so much for the incredibly helpful and inspiring conversation… For so long I have had a strange mental block about finance, seeing it as an unapproachable realm filled with men in suits that I didn’t understand, and whom I assumed thought I was ignorant and uninterested. I am going to make sure that my children don’t wait till they’re in their forties to try and make sense of a world that although may feel foreign isn’t as impenetrable as it may seem.”
(November, 2022)
“Your insights and constructive session were truly valuable, and the audience were thoroughly engaged throughout and enjoyed participating with their own thoughts. In all of the workshops I have been at I have not seen one with such high levels of engagement and participation. Your passion to support your peers through their journeys was delivered so eloquently and in such an approachable way. Thank you.”
(May, 2023)
“Marina’s professionalism, cool headedness and easy way helped give us the tools to navigate our leadership transition. She helped each one of us to see, and appreciate, the other’s point of view.”
(June, 2023)