Tred Avon Family Wealth in Easton, MD recently opened its doors, offering boutique family office services to help individuals and families preserve and manage family wealth. Natives of the Eastern Shore and having a combined experience of over 50 years in financial planning and private family office services, principals Elizabeth Spurry and Vicki Higgins Lane, provide personalized and discrete services in the areas of wealth management, personal financial support and intergenerational planning.
Family office services include investment and portfolio oversight, risk management, advisor coordination, asset allocation management, insurance oversight, tax strategies, retirement planning, and philanthropic stewardship.
Elizabeth Spurry of Trappe, a principal of the new Tred Avon Family Wealth
Elizabeth Spurry of Trappe, previously Senior Vice President of Wye Financial & Trust, started a boutique Family Office and Financial Planning firm in 2014 to meet the unique needs of select high net worth clients. Spurry also was a past Vice President of Mercantile Trust. She has a bachelor’s degree from John Hopkins University and a master’s degree from Washington College. She is a Certified Trust and Financial Advisor and Certified Financial Planner. She is currently active on the boards of The Harbor Club, The May Foundation, and the Sultana Education Foundation.
Vicki Lane of Easton, a principal of the new Tred Avon Family Wealth.
Vicki Higgins Lane of Easton has been a CPA for over 30 years, holding various progressive positions in public accounting and CFO roles in businesses of various sizes, including Celeste Industries Corporation. Additionally, for many years, Lane has provided family office services exclusively for one family. She graduated Magna Cum Laude with a bachelor’s degree in accounting from Goldey Beacom College.
Tred Avon Family Wealth clients can choose a range of concierge services that best meet their family’s individual financial needs. According to Vicki Lane, “In general, the family office services we provide can encompass all parts of a person’s financial life extending well beyond traditional wealth management. By centralizing the management of a client’s assets in one place and coordinating with all the client’s advisors, our customized services can provide time savings, cost efficiencies, and peace of mind.”
Elizabeth Spurry adds, “Boutique private family offices are one of the fastest growing segments of the wealth management world because significant family wealth creates a unique set of circumstances and issues not yet well addressed by the retail investment management client service model. This includes meeting all of the significant ancillary needs like helping to educate the next generation (children and grandchildren) about the family’s wealth management plan, managing philanthropic requests, estate planning, and a myriad of other needs unique to each family.”
For further information about Tred Avon Family Wealth, call them at 410-690-3268.
Captions:
#1: Pictured is Elizabeth Spurry of Trappe, a principal of the new Tred Avon Family Wealth, boutique family office to help individuals and families preserve and manage family wealth.
#2: Pictured is Vicki Lane of Easton, a principal of the new Tred Avon Family Wealth.
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