Broward Grove is a leading brand that offers strategic leadership, governance, planning, and advisory services to families who want to be effective stewards of capital across generations. Our mission is to assist clients in living well, giving well, and planning well as they navigate the practical and emotional complexities of legacy wealth. With a dedicated team of experts, Broward Grove provides customized solutions to a select group of family groups within a comprehensive suite of family office services.

Operating on the COFO (Cooperative Family Office) model, we distinguish ourselves from profit-driven multi-family offices and single-family offices. This model allows us to provide strategic leadership, governance, planning, and advisory services aligned with our clients' goals. Additionally, our clients benefit from the sharing of quality resources, insights from other families facing similar challenges, and a coordinated professional approach that can withstand the test of time.

Our services include family office structure and operations, family meetings and education, investment governance, philanthropic advising and administration, estate planning maintenance and administration, income tax planning, tax preparation, cash flow reporting, liquidity management, and project-based services as required. Join Broward Grove and become part of our talented team committed to delivering exceptional service and support to our valued clients