Kelly Sopher's Contact Details

Kelly Sopher's Company Details

EFO Advisory Services LLC

, California, United States • 1 - 10 Employees
Individual & Family Services

EFO is a team of Family Office experts, currently active in Single Family Office (SFO) management. We specialize in strategic leadership and vision to align complex and dynamic Family Office organizations. We create structure through the creation of systems and processes partnered with hiring the team necessary to oversee the Family's day to day operations and needs. We are dedicated to providing Families with long term solutions leveraging technology, our network of strategic partners and a proven track record managing and advising UHNW SFOs. Our team collectively has over 35 years of experience having held various leadership roles within UHNW family offices. We are an industry-leading team that practices from experience not just theory.