Acadia Family Office

Overview

Acadia Family Office describes itself as a multi family office and tax firm.¹ The firm says it provides financial services for high net worth individuals and their families.¹ LinkedIn identifies its industry as accounting and places the firm in Hunt Valley, Maryland.²

History

A public company profile states that Acadia Family Office was established in 2016 by Josh Morgenstern.³ A public company directory also identifies Josh Morgenstern as the firm’s founder.⁴

Leadership

Josh Morgenstern is identified as founder.⁴ Isaac Katz is identified as Partner, Family Office Services.⁵ Jim Richards is identified as Director of Operations.⁶ Jeff Rosser is identified as Director, Individual Tax Team.⁷ Neil Musman is identified as Director, Family Office Services.⁷

The careers page describes a Manager, Family Office Services role that supports client reporting and tax and trust and estate planning.¹ It describes staff and senior accountants as providing day to day reporting and supporting tax and trust and estate planning.¹ Individual tax roles are described as focusing on compliance and planning for high net worth individuals and family offices with complex investment structures.¹

Services

Family office services include bill pay management.¹ The firm also lists personal financial statements and cash flow management.¹ Other services include household payroll and organizing financial data for tax preparation.¹

Acadia Family Office coordinates income tax, charitable giving, investment, and wealth transfer strategies.¹ Its listed services include estate planning implementation and monitoring, along with insurance planning and evaluation.¹ The firm also lists specialty projects, cash out refinancing, precious metals, and collectibles among its family office services.¹

Tax services include planning, compliance, and consulting.¹ The firm lists philanthropic taxation, trust and estate taxation, and financial product taxation.¹ It also handles individual tax returns involving complex investments.¹ Hedge funds, management companies and general partners, and investment partnerships appear in its tax services list.¹

What the firm offers

• Tax planning
• Estate planning
• Philanthropy
• Administration and bill pay
• Risk and insurance

Client focus

The website lists high net worth and ultra high net worth individuals as client types.¹ It also lists management company general partners, principals of hedge funds or other alternative investments, and investors.¹ LinkedIn describes the firm’s approach as coordinating tax, gift, estate, philanthropic, and family goals with clients’ personal advisers.²

Investment philosophy and approach

The firm says it coordinates investment strategies with income tax, charitable giving, and wealth transfer strategies.¹ LinkedIn describes coordination among tax, gift, estate, philanthropic, and family goals and the client’s personal advisers.²

FAQs

Related resources

• LocationMultifamily offices in Maryland

  This directory helps Maryland families and business owners compare the types of multifamily offices available in the region. It gives context for evaluating services such as tax planning, estate planning, philanthropy, administration, bill pay, and insurance support when considering a firm like Acadia Family Office.

• Network siteEstatePlanner.com

  EstatePlanner.com provides plain language guides on wills, trusts, and related estate planning topics. A reader can use these materials to prepare questions about transferring wealth, coordinating tax planning, and organizing family or charitable goals with a multi family office and tax firm.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community focused on single family offices and wealthy families. Its articles can help a prospective client understand family office structures, investment and administrative responsibilities, and the kinds of support that may matter to families, investors, or alternative investment principals.

• GuideData privacy and security with an MFO

  This MultifamilyOffices.com resource explains data privacy and security considerations when working with a multi family office. It can help a family or business owner ask about handling tax records, estate documents, bill pay information, insurance details, and other sensitive financial data.

• Similar firmsVerdence Capital Advisors
  Family Office Research, LLC
  Batoff Associates, P.A.

  Profiles of Verdence Capital Advisors, Family Office Research, LLC, and Batoff Associates, P.A. give readers additional firms to review on this site. Comparing their stated services and client focus with Acadia Family Office can help clarify which questions to ask about tax, estate, administrative, philanthropic, and risk support.

Sources

1. Acadia Family Office and [Careers](https://acadiafamoffice.com/careers), accessed 2026-10-23.
2. Acadia Family Office on LinkedIn , accessed 2026-10-23.
3. Acadia Family Office profile , accessed 2026-10-23.
4. Josh Morgenstern public directory record , accessed 2026-10-23.
5. Acadia Family Office company directory , accessed 2026-10-23.
6. Jim Richards public directory record , accessed 2026-10-23.
7. Acadia Family Office employee directory , accessed 2026-10-23.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.