Our Clients

As an independent fiduciary, Connemara Family Office Management answers only to its clients. Connemara has neither competing interests nor divided loyalties.

Affluent families and individuals in need of family office services

Connemara Family Office Management serves two distinct markets. For individuals and families of substantial means, the firm provides professional outsourced family office management services, including ongoing oversight of all financial institutions and intermediaries as well as coordination as needed of all financial, tax and legal matters. For existing as well as startup family offices, Connemara offers professional financial consulting services and assistance with best practices implementation.

Clients with less complex needs

For those with less complex needs, Connemara Family Office Management provides a unique and trusted source for periodic financial checkups and professional second opinions. Connemara Family Office Management also provides comprehensive and highly personalized financial planning, investment advisory and management services. Our financial advising firm is a fee-only planning practice. We engage in no product sales and we receive no commissions, referral fees, or any other form of remuneration other than fees earned for professional financial advice and consultation. Connemara Family Office Management typically charges a flat, fixed fee for its financial services. In limited instances, it bills for financial services rendered on an hourly, as-needed basis. Our financial planning firm does not have asset minimums nor do we charge ongoing fees based upon a percentage of assets under management. We do not manage client investments on a continuous and ongoing basis. Our financial advising firm assists clients in selecting appropriate investments and investment managers. Thereafter, it provides periodic, as-needed financial planning and investment guidance, saving clients considerable research time and removing an unnecessary layer of ongoing investment management fees.

Highly trained and experienced professionals serving as true fiduciaries provide economical, unbiased reviews of all banking, credit, brokerage, trust and investment management, insurance, and other financial relationships. All sensitive information is handled confidentially and compassionately. Connemara Family Office Management is a committed legal and financial advising firm. Where appropriate, it carefully researches and compare various financial options and vigorously negotiates fees and expenses.

Some of the families and individuals we work with include:

  • Families of senior executives of publicly traded companies
  • Families of owners and senior executives of large privately held companies
  • Families of successful small business owners
  • Families of successful athletes, artists, and entertainers
  • Families of successful finance professionals (private equity, hedge funds)
  • Families of successful investors (publicly traded markets, real estate)
  • Families of busy dual high-income professionals
  • Families who have inherited significant wealth
  • Families with sudden wealth (lottery or other windfall)
  • Families rebuilding after a separation and divorce involving substantial assets
  • International families with substantial personal and/or business holdings in the U.S.
  • International families with key family members residing in Washington, D.C.
  • Active high net worth retirees who travel frequently abroad or split residency
  • Elderly high net worth widows, widowers, or retirees needing financial oversight
  • Senior foreign diplomats requiring local assistance

Want to join our list of successful financial clients? If you are in Maryland (MD), Washington, DC or Virginia (VA), contact Connemara Family Office today!