Family Office

Our work with private clients and family offices is based on a thorough understanding of the larger context, allowing us to partner closely with various expert resources and decision makers. Many groups might say they will act as a quarterback. At Templeton, we tend to serve as the overall coach of your team – as your most trusted advisor that means we will work in an independent manner to integrate the efforts of attorneys, investment advisors, insurance providers and the like to ensure your unique family needs are being met. We pledge that we will make every effort to understand the unique attributes of each family group to optimize results for you.

Team Spotlight

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Steven A. Templeton

CPA, CVA | Founder and CEO

For more than 20 years Templeton & Company has provided accounting …

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Templeton: A Legacy of Success

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