Affy (v) /əˈfaɪ/

to have confidence, trust or faith in a person

Confide (v) /kənˈfaɪd/

to entrust an object of care or task to a person with reliance on their competence and unswerving allegiance


Family Office Expertise


Patricia Shepard

Patricia Shepard is a family office consultant with extensive experience building and leading family offices. Known for her strategic thinking and hands-on approach, Patricia delivers objective advice and high-quality information to help families and family offices make informed decisions. In addition to building and re-engineering in-house, virtual, and hybrid family organizations, Patricia advises on pivotal matters such as governance, generational transitions, and impact initiatives. Currently, Patricia is a board member of Cardinal Management, Inc., a private family investment company.

Family Office Services