Families researching family offices mostly find two kinds of writing: dense industry material written for institutions, and thin marketing pages written to sell. Pelican Family Office Insights was created to fill the space between — plain-English explainers and, over time, original research on how families and their advisors actually work together.
Who publishes it
The publication is owned and sponsored by Pelican Family Office (Pelican Advisory LLC), a multi-family office based in Covington, LA. We disclose that on every page because a reader deciding whether to trust an article deserves to know who paid for it. Verified company facts, leadership biographies, and registration records are published on the firm's information portal; services live on the company website.
What we cover
- How family-office models work: single, multi, virtual, and fractional
- Coordinated planning: tax, legal, investment, insurance, and governance working from one plan
- The advisor coordination gap — our signature research theme
- Practice management for CPAs adding family-office-style services
What we don't do
We don't give advice, predict outcomes, review or rank firms, or publish statistics we can't source. The publication's editorial standards spell this out, along with our corrections process.
Contact
Editorial inquiries and correction requests: editor@pelicanfamilyofficeinsights.com. To participate in forthcoming research, see the research agenda.