The Eideard Difference

You will discover a refreshingly-different approach to managing and preserving wealth with the Eideard Group. As the vignettes and case studies below explain, our unique multi-family office service model and concierge approach to client service represent a welcome alternative for families whose principal focus is to preserve their financial legacy with confidence and peace-of-mind.

Independence Means...?

Case Study: Innovative Client Service

Taking Client Service to Unparalleled Levels

Multi-Family Misconceptions

Multi-Family Relationships

Dementia and Financial Exploitation Issues