Retaining Aspen Tree, LLC as an internal or external advisor (MFO) can be the key to managing your business, wealth and key decisions. This will alleviate the burden of being over staffed or overworked. We pride ourselves in assisting you in making those key decisions and getting subject matter experts involved at the right time. Engaging us will leave you more time to enjoy what is important in your life. Having worked with ultra-high-net-worth individuals for over 15 years personally and 60+ years as a combined core team, we’ve built an extensive network of resources and key industry relationships to help administer your family legacy. We also serve as a networking, business development, culture consulting and marketing resource. Our experience enables us to assess your individual and business circumstances then recommend the appropriate resources that can best benefit your business and family.