Core Strategies & Services
Our approach combines disciplined planning with personalized care to support your family’s evolving needs.
Investment Management
Banking & Lending Strategies
Tax Planning Strategies
Business & Entity Structure Strategies
Financial Reporting & Bill Pay
Philanthropic Planning
Estate Planning
Family Administration & Engagement
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Numbers & Values
Numbers Don’t Lie. Here’s How We’ve Made A Difference For Thousands Of Families.something here
At Waterloo Family Office Services, our commitment to your family’s financial well-being is reflected in every relationship we build. Our goal is to protect your family’s legacy. With decades of experience and a personalized approach, we deliver guidance focused on protecting and growing your wealth.
Mark McAdams
Family Office Services Managing Director
Michelle Kultgen
Family Office Services Managing Director
John Chatmas
chief executive officer
Jordan Goforth
Paraplanner
Connect With A Member Of Our Team
Start a conversation or schedule a consultation with a specialist focused on your family’s future.