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Phoebe Van Tran
Managing Partner
Phoebe leverages her experience to deliver exceptional family office solutions for high-net-worth clients.
About
Phoebe Van Tran brings over 15 years of experience in private wealth management and family office services. Her expertise spans across multiple generations of family wealth, focusing on creating sustainable legacy planning solutions. She has been instrumental in developing comprehensive family office structures that address both financial and non-financial aspects of wealth management, including family governance, succession planning, and philanthropic initiatives.
Education
MBA
Yale School of Management (2009)
BA in Economics
Brown University (2004)
Areas of Expertise
- Legacy Planning
- Family Office Structure
- Wealth Transfer
- Philanthropic Advisory