Family & Team
Family members, advisors, and family office team
Page Access
TS
Thomas Smith
Principal
JS
Jane Smith
Principal
JB
Jeremy Buff
Executive Director
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Family Members
Portal Access
No Portal Access
Email
Phone
Mobile
Authorized
·
Portal Access
No Portal Access
Email
Phone
Mobile
Add Team Member
Authorized
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No members match this filter.
Smith Family Tree
Select a person to view details
Choose a family member or team member from the list to see their contact info, profile, and permissions.
Portal Access
Authorized
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