Paul | McCoy Family Office Services LLP

Overview

Paul | McCoy describes itself as an exclusive multi-family office serving high-net-worth individuals and families. The firm says its partners have more than 50 years of combined experience serving affluent individuals and families.¹

History

Paul | McCoy has operated since 2001.²

Services

The firm provides comprehensive financial management and related family-office support. Its operating model uses Addepar and Arch to organize investment documents, consolidate financial data, and improve reporting visibility. Coco Plum is identified as a Paul | McCoy partner in the Arch case study.²

Client Focus

Arch reports that Paul | McCoy manages relationships for 32 families and high-net-worth individuals.²

Approach

Paul | McCoy emphasizes responsive client service and faster access to financial information. Its operating priorities include support for AI-enabled workflows. The firm reported saving more than 80 hours per week through document and data consolidation, while Arch reported a 15% increase in operational efficiency after the workflow improvements.²

FAQs

Related resources

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  Profiles for Ballentine Partners, BNY Mellon Wealth Management, and Battery Global Advisors offer additional points of comparison on this site. Reviewing their stated services and client focus can help a family or business owner clarify which type of financial management and family-office support best fits their situation.

Sources

1. Paul | McCoy
2. Arch case study: Paul | McCoy

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.