"Our role in your family office is simple: We guide
and support you by clarifying where you are today,
where you’ve come from, and where you want to be.”
– The Windsor Crescent Team
Family Office System
Helping families maximize and build on their cultural, intellectual, and financial wealth.
At Windsor Crescent, we work with high achieving families who are committed to building value by putting family first.
Windsor Crescent knows that wealth comes from more than just money. True wealth is the culmination of each family’s unique cultural, intellectual and financial capital.
Our experience shows that long-term success for families starts and finishes with understanding family culture and leveraging family strengths.
Independent Strategic Advisory
Transaction Management, Development, and Education
No Asset Products Sold
Family First Exploration
Our proprietary investigation process explores the people, stories, strengths and values that ground your family culture.
This serves as the foundation of your planning and actions.
Framework and Practices
Work through ten strategic modules that lay the framework of your estate, including governance structures, asset overview and wealth transfer plans.