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Eideard Group, LLC
Multifamily office listing in Bedford, New Hampshire, United States.
- SEC-registered
- Regulatory AUM
- $158 million
- Employees
- 3
- Published minimum
- $3 million
- SEC CRD
- 139834
Privately owned multi-family office serving families of exceptional wealth and heritage.
Overview
The Eideard Group, LLC provides investment advisory services to retail investors and operates as an independent multi-family office. The firm’s service model was founded as an alternative to traditional banks, trust companies and brokerage firms.
Eideard Group reports that its founders and staff bring more than 75 years of combined investment management, personal trust, accounting and family office experience.
History
Eideard Group has been registered with the U.S. Securities and Exchange Commission since March 14, 2006.
Leadership
John P. Aubin is Co-Founder and Managing Member.
Kaitlyn M. Benson is Senior Administrative Officer, Investments. She supports portfolio administration, coordination with investment managers and custodians, reporting systems and client service.
Linda M. Skiathitis is Assistant Controller and Bookkeeper. She oversees internal financial operations, regulatory reporting, human resources support, employee benefits and client bill-pay records.
Services
Eideard Group’s wealth management services align portfolios with each family’s objectives, needs, expectations, finances, tax situation, liquidity needs and risk tolerance.
The firm coordinates with business, legal, tax and insurance professionals as part of its family wealth services.
Eideard Group provides tax oversight, including planning strategies focused on income and wealth transfer tax reduction.
Specialty family office services are customized for each family and administered by the firm’s staff.
Philanthropic planning includes charitable gift planning, foundation planning, administration and grant-making services.
Intergenerational wealth transfer planning addresses gift, estate and generation-skipping transfer taxes and coordinates solutions with family legal professionals.
What the firm offers
- Investment management
- Tax planning
- Estate planning
- Philanthropy
- Administration and bill pay
- Risk and insurance
- Private and alternative investments
Client Focus
The Eideard Group serves families of exceptional wealth and heritage. Its client relationship summary reports a typical minimum investment of $3 million for retail investors and $15 million for its full suite of family office services.
Approach
The firm describes its philosophy as customizing wealth management and generational planning around each family’s history, circumstances, needs, goals and desires.
Assets and Minimums
Minimum investment details are described in the Client Focus section. Eideard Group’s client relationship summary reports a typical minimum investment of $3 million for retail investors and $15 million for its full suite of family office services.
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2016 | $525 million | $442 million | $83 million |
| 2017 | $578 million | $493 million | $85 million |
| 2018 | $606 million | $523 million | $84 million |
| 2019 | $540 million | $483 million | $57 million |
| 2020 | $487 million | $398 million | $89 million |
| 2021 | $332 million | $232 million | $100 million |
| 2022 | $319 million | $233 million | $85 million |
| 2023 | $263 million | $192 million | $71 million |
| 2025 | $181 million | $89 million | $92 million |
| 2026 | $158 million | $90 million | $68 million |
| Year | Average AUM per client |
|---|---|
| 2018 | $11 million |
| 2019 | $10 million |
| 2020 | $10 million |
| 2021 | $8 million |
| 2022 | $8 million |
| 2023 | $6 million |
| 2025 | $8 million |
| 2026 | $6 million |
| Client type | Clients (2026) |
|---|---|
| High net worth individuals | 25 |
| Pooled investment vehicles | 2 |
| Year | Employees |
|---|---|
| 2016 | 9 |
| 2017 | 10 |
| 2018 | 10 |
| 2019 | 11 |
| 2020 | 9 |
| 2021 | 7 |
| 2022 | 7 |
| 2023 | 6 |
| 2025 | 4 |
| 2026 | 3 |
FAQs
What type of firm is The Eideard Group?
The Eideard Group is a privately owned, independent multi-family office and investment adviser serving retail investors and families of exceptional wealth and heritage.
What services does Eideard Group provide?
Services include wealth management, family wealth coordination, tax oversight, specialty family office administration, philanthropic planning and intergenerational wealth transfer planning.
Who leads the firm?
John P. Aubin is Co-Founder and Managing Member. The investment administration team includes Kaitlyn M. Benson, Senior Administrative Officer, Investments, and Linda M. Skiathitis, Assistant Controller and Bookkeeper.
Related resources
- LocationMultifamily offices in New Hampshire
This page helps compare multi-family offices serving families in New Hampshire and nearby areas. It gives a regional starting point for considering services such as investment management, tax planning, estate planning, philanthropy, administration, risk planning, and private investments.
- Network siteEstatePlanner.com
EstatePlanner.com offers practical guides on wills, trusts, and related decisions. A family considering a private multi-family office can use these materials to clarify estate planning questions before discussing structures, succession, charitable goals, and coordination with tax advisers.
- Network siteFamilyBusinesses.com
FamilyBusinesses.com provides a directory and playbooks for family-owned companies. Business owners can use it to frame questions about governance, ownership transitions, liquidity, tax planning, and how a family office might coordinate business and personal financial needs.
- GuideThe annual MFO review
The annual MFO review provides a broader view of multi-family office firms and industry practices. Readers can use it to compare service categories, review questions to ask prospective firms, and consider how investment, tax, estate, risk, and administrative needs fit together.
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Jordan Park Trust Company LLCProfiles of Market Street Trust Company and Jordan Park Trust Company LLC offer additional examples of firms serving wealthy families. Reviewing these profiles can help readers compare approaches to investment management, trust and estate work, administration, philanthropy, and private or alternative investments.
Sources
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.
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