Palm Beach Private Family Office, LLC

Overview

Palm Beach Private Family Office describes itself as an exclusive family office for ultra-high-net-worth families. The firm says it is independent and objective, serving as a trusted partner, wealth protector, and buffer between families and their complex financial and personal affairs.

It coordinates trust, estate, tax, risk-management, and investment planning through a team of professionals and advisers, giving each family a single point of contact.

History

Founder and president Karla Rossetti Pippins began her career in family office and wealth management more than 15 years ago after developing infrastructure to manage her family’s financial needs and personal affairs. Before founding Palm Beach Private, she worked in Accenture’s Strategic Services Practice, advising senior executives at Fortune 500 companies.

Leadership

Karla Rossetti Pippins is founder and president. The listed leadership team also includes Michael W. Hartley, chief operating officer; Maria Colacci, director of client services; Natalie McVeigh, wealth transition specialist; Michael T. Hartley, wealth strategist; and Bonnie B. Hartley, Ph.D., wealth transition specialist.

Pippins holds an MBA from Northeastern University and a bachelor’s degree in finance and marketing from Babson College. She holds the FINRA Series 65 license and is a registered investment adviser representative in Florida and South Carolina. She is also a Certified Divorce Financial Analyst and a recipient of the Women’s Choice Award for Financial Advisors.

Services

Palm Beach Private’s services include family stewardship, professional team leadership, wealth reporting, tax strategy, wealth transfer, risk mitigation, philanthropy, succession planning, and lifestyle management.

Its tax-strategy service focuses on optimizing sources and uses of income and mitigating taxes across the family’s wealth system.

What the firm offers

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

Client Focus

The firm focuses on ultra-high-net-worth families and emphasizes helping current and successive generations navigate wealth responsibility and family well-being.

Approach

Palm Beach Private says it acts as an independent, objective partner that coordinates the family’s professional advisers and helps integrate financial, personal, and lifestyle matters.

FAQs

Related resources

• LocationMultifamily offices in West Palm Beach

  This directory page helps readers compare family office options serving West Palm Beach and nearby Palm Beach County. It can frame questions about tax planning, estate planning, philanthropy, administration, and bill pay for a family seeking coordinated support in South Florida.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain language guides on wills, trusts, and related estate decisions. A family considering Palm Beach Private Family Office can use these materials to clarify priorities before discussing estate planning, transfers, charitable goals, and coordination with other advisers.

• GuideMFO vs SFO vs virtual family office

  This comparison explains how multifamily offices differ from single family offices and virtual models in structure, privacy, staffing, and cost. It helps an ultra-high-net-worth family or business owner assess which arrangement fits shared tax, estate, philanthropic, administrative, and lifestyle needs.

• GuideMultifamily office fees

  An overview of multifamily office fees helps readers identify common pricing methods and questions about scope. Use it when budgeting for services such as tax planning, estate work, philanthropy support, administration, and bill pay, especially when comparing providers in the Palm Beach area.

• Similar firmsAdi Dassler International Family Office
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  These profiles provide additional points of reference for families reviewing office models and service mixes. Comparing Adi Dassler International Family Office, Green Street Trust International, and Legacy Family Office, LLC may help a reader prepare questions about regional reach, family governance, and day-to-day support.

Sources

1. https://www.pbpfo.com/
2. https://www.pbpfo.com/team/karla-rossetti-pippins
3. https://www.pbpfo.com/family-office-services
4. https://www.pbpfo.com/family-office-services/tax-strategy

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.