Al Devji

Devji Family Office provides financial planning and coordinated advisory services for clients seeking a proactive, holistic approach to managing their financial and business priorities. Its model combines a Proactive Planning Team, which serves as clients’ local point of contact to identify opportunities and prioritize planning needs, with a Virtual Family Office of national specialists. Together, these teams aim to help clients address significant challenges, pursue important goals, and maximize their potential.

The firm’s services span wealth management, tax planning and reduction, risk mitigation, legal services, and business advisory. Its planning process is designed to bring these disciplines together rather than treat financial decisions in isolation. Devji Family Office also offers an overview of its Virtual Family Office services and provides client information questionnaires, including a version for businesses. The organization presents its team-based model as a way to understand client needs, focus attention on priorities, and coordinate expertise across relevant areas. Clients can contact the firm to learn more or schedule a discovery call.