August 22ndstands as a milestone date for the PB FAM Private Wealth team. Each year we celebrate this day as a time to reflect and express gratitude for what you, our clients, have built with us. Just two years ago today we founded this firm and began building a practice focused on two core tenants: 1) serving our clients and 2) offering a concierge suite of services custom tailored to the standards our clients deserve. Our vision was shaped for our clients, because of our clients, and by our clients. The support, trust, and confidence we receive from our clients and their families inspires us to always seek new and innovative ways to best meet the needs of an everchanging landscape. Accordingly, this letter serves as our expression of the continued appreciation for entrusting us with the opportunity to be a part of your family and allowing us to welcome you to ours.
As we reflect on the first two years, we are immensely proud of these key highlights from the past year:
·Office Grand Opening: In April 2025, we celebrated the grand opening of our beautiful new office with the incredible support of over 100 clients and partners in attendance. It was an evening that stood as a testament to the family atmosphere that we have cultivated and the immense support you have shown us.
·Our Partnership with LPL Financial: We are honored to be ranked as a Top 25 firm at LPL Financial (amongst 35,000+ advisors with over $2.3T under management) after only two years. We are setting new standards as we continue to build a practice with a multi-generational focus; designed to provide for all elements of wealth planning and lifestyle management. By listening to each client on an individual level, we are striving to provide a truly unique offering that firmly establishes PB FAM Private Wealth as one of the preeminent multi-family offices in the country.
Throughout the past two years, we have celebrated with our clients, grieved with their families, and embraced the moments that remind us why we are so passionate about what we do. We pride ourselves of being “that one call” when something simply needs sorted out. Whether it is a question on estate or tax planning, a discussion about an investment, assistance finding a home contractor, or even securing an appointment for a hard-to-schedule physician … we are here for you and we will find a path to a solution. This focus is the commitment and promise we make to each of you as there is no greater compliment than being the trusted advisor tasked with receiving that “one call” to get it done.
So, what is on the horizon for PB FAM Private Wealth? Our focus remains on providing exceptional concierge service while we continue to grow organically. We will continue to add and refine services that match the needs and aspirations of our clients. This includes further strengthening the network of professional partners who provide invaluable services to our clients for a wide range of specialized needs (a special thank you to all our incredible partners!). We may also continue to expand the PB FAM Private Wealth team with the addition of a new teammate soon. Finally, we would be deeply honored for the opportunity to receive a warm introduction to your friends and family who may be an appropriate fit for the PB FAM Private Wealth family.
Most importantly, the future of the firm revolves around our clients – as each of you is a partner in what we have built and will continue to build. Thank you again for being the most important part of the PB FAM Private Wealth family and allowing us to serve you and your family.
Raanan, Brian, Drew, Neal, and Stephen