Created to meet the financial needs of ultra-high-net-worth
families in the most detailed, expert and curated way possible.
Created to meet the financial
needs of ultra-high-net-worth
families in the most detailed,
expert and curated way possible.
Who we are
The difference can be felt in every facet of our work.
Five Eleven delivers a bespoke single-family office experience tailored to ultra-high-net-worth families. We combine the scale and sophistication of a large advisory firm with the personalized care of a close-knit team, offering solutions aligned with each family’s unique goals and values.
our team
Led by a team of seasoned professionals, each a recognized leader at the forefront of their respective wealth disciplines.
Andy Crofton
Founder,
Managing Partner
Scott Essex
Co-Founder,
Managing Partner
Gil Calderon
Partner, Chief Investment Officer
Keith Feinberg
Partner, Chief
Wealth Strategist
Matthew Machucki
Director, Investments
Shawn Young
Client Advisor & Tax Planning Specialist
our approach
Every part contributes to the success of the whole.
Wealth Management
- Identifying purpose/values and establishing long-term objectives
- Estate and succession planning
- Leadership and transition management
- Tax planning and family business
- Multi-generational education
Financial Services
- Information management and centralized balance sheet
- Cybersecurity and family privacy
- Bill pay
- Budgeting and cash flow management
Investments
- Active management through strategic and tactical allocation
- Passive management for tax and fee efficiency
- Deep experience and network in private market investing
- Long-term and process-driven with a repeatable approach
Risk Management
- Family governance and procedures
- Tax advisement and adherence
- Policy and regulatory compliance
- Monitoring and oversight of investment portfolio
contact
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