Research & education · Est. 2026
Pelican Family Office Insights
Plain-English research and education on family offices, coordinated planning, and what happens when a family's advisors don't work from one plan.
An educational publication of Pelican Family Office — clearly sponsored, never disguised. Nothing here is advice.
Latest
From the publication
Explainers ·
What is a multi-family office? How the model works and who it serves
What is a multi family office? A plain-English explainer of the MFO model: services, fees, how it differs from a wealth manager, and when it is not a fit.
Read the article →
Explainers ·
Single family office vs multi family office: how the two models compare
Single family office vs multi family office: how each model works, key tradeoffs in control, privacy, and cost, and where each structure tends to fit.
Read the article →
Explainers ·
The advisor coordination gap: when a family's advisors work in isolation
What the advisor coordination gap is, how isolated CPAs, attorneys, and advisors create risk for families, and what coordinated models change.
Read the article →
Explainers ·
What is a virtual family office?
A virtual family office coordinates independent CPAs, attorneys, and advisors around one shared plan. How the model works, its benefits, and its limits.
Read the article →
Practice Management ·
How CPAs add family office services: build, partner, or refer
How family office services for CPAs work: the coordination role, three models for adding them, licensing boundaries, and what durable partnerships share.
Read the article →
Explainers ·
How tax planning works inside a family office
How family office tax planning works: year-round projections, coordination between CPA, advisor, and attorney, and the model's real costs and limits.
Read the article →Original research · In development
The Advisor Coordination Gap Study
Our first original research program will examine how often the professionals serving the same family — CPA, attorney, investment advisor, insurance agent — actually coordinate, and what falls through the gaps when they don't. Methodology, sample details, and anonymized data tables will be published openly, and our charts and data may be reused with attribution.
Read the research agenda No invented numbers
We publish qualitative analysis until we have real data of our own. No fabricated statistics, ever.
Clearly sponsored
Pelican Family Office funds this publication and says so on every page. This is not an independent review site.
Corrections, dated
Factual errors are corrected on the page with a dated note. Anyone can request a correction.
About our sponsor
Pelican Family Office — a multi-family office in Covington, LA — sponsors this publication so families, business owners, and CPAs can find clear, non-promotional education about coordinated planning. Company facts and registrations are published at PelicanFamilyOffice.com.