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Family Office

A Trusted Advisor to Your Family

Partner with our family office services group and enjoy your hard work and good fortune with less stress and more certainty about the future. Our professionals understand the multifaceted nature of wealth management: they go beyond the tax and accounting basics to provide you with investment advisory, charitable planning, risk management and insurance planning, financial mentoring—whatever your individual situation requires.

Families similar to yours rely on our decades of expertise working with family businesses and, in many cases, private foundations. We aim to become a trusted advisor to you—someone your family can turn to for guidance whenever financial challenges or opportunities arise. Since we are not financially tied to any investment or insurance companies, we are a truly independent advocate for your family’s well-being.

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Specialized Services for Your Needs

With Clark Nuber, your family has a personal “CFO” to advise on issues such as:

  • Evaluating the performance (pre- and post-tax) of your investments
  • Structuring your investments to balance ROI and your personal risk profile
  • Preserving wealth for your family’s well-being
  • Educating your family on the basics of wealth management, including stocks, bonds, and hedge funds
  • Leaving a legacy to your children and many generations to come

Connect with Us

Jeff Pannell

Whether it's water skiing, golfing, scuba diving, spending time with family, or attending sporting events, when he's not hard at work in the office, Jeff can be found outdoors.

CPA, MST | Shareholder

Anthony “Skip” Smith

After years of a leadership role in youth sports, nothing at work can rock Skip’s boat.

CPA | Principal

Anna Au

In quiet relaxing moments, soothing cuddles from her cat brings Anna joy. At other times it is endorphins from her workouts, FaceTiming with her daughter, or just chilling with her husband.

CPA, MST, TEP | Shareholder