CEH Advisory
Trust. Experience. Network.
ABOUT
We’re here to step into your shoes and strategically design your family office so it runs exactly how you want. We use a process and approach that’s both detailed and effective, while tailoring our advice to each client’s individual needs and unique situation. We only work with a select set of clients so that we can give ample attention to each engagement.
Creating and running a family office can be complex. It requires legal, financial, and operations expertise, as well as oversight by a dedicated, trusted advisor.
OUR FOUNDER + LEAD ADVISOR
As an attorney and wealth strategies consultant, Carly E. Howard, JD, LLM has advised high-net-worth clients and family offices for almost twenty years.
Carly has seen all angles of the wealth management business and can gracefully navigate the obstacles of optimizing personal wealth for each client’s individualized goals and lifestyle.
ABOUT
Carly gives unique insights by leveraging her background in traditional finance and experience in cutting edge asset management.
Estate planning and wealth transfer tax lawyer
Wealth strategies specialist for family office
Investment banking, trust (custody), and fiduciary fund administration expertise
Venture capital and entrepreneurship experience
Dedicated philanthropist and impact investor
Professional support relationships through extensive network
Industry-first crypto knowledge since 2017
SERVICES
Every client relationship starts with an in-depth private session to determine your exact needs and how we can best assist in designing and helping you run your family office. We provide a tailored offering of services like these, for reference.
Please Contact Us for more details on how we customize our offering to fit your specific needs.
Entity structure - audit current structure, guide decision-making regarding new structures, and implement changes
Staffing - design hiring strategy and facilitate recruiting process for key employees
Operations - implementation of operations and related systems including training of personnel
Tax oversight - identify areas of concern and improvement (including residency and related consultation), bring-in top tax advisors, and implement the tax plan you choose
Security - consultation and implementation of privacy measures including anonymity of residence and personal security review
Estate planning - review and oversight of legal process (document execution and implementation)
Insurance review - full spectrum policy analysis, gather pricing, and place proper coverage
Books and records - review and organize for existing entities, establish processes for new entities, and facilitate entity and board meetings
CONTACT US