Family & Team
Family members, advisors, and family office team
Page Access
TS
Thomas Smith
Principal
JS
Jane Smith
Principal
JB
Jeremy Buff
Executive Director
Family Members
5 members
Portal Access
No Portal Access
Email
Phone
Mobile
Authorized
·
Family Office Team
5 members
Portal Access
No Portal Access
Email
Phone
Mobile
Add Team Member
Authorized
·
Smith Family Tree
Copied
,
Authorized Contact
Can access family office documents and records
Portal Access
Can log into the Strad Pro portal
Self-Advised
Manages their own financial decisions