Tapestry Associates, LLC

Overview

Tapestry provides comprehensive advisory and asset stewardship services for real property, projects, personal assets and events. Clients may engage the firm on a full-time annual basis or through tailored assignments.¹

History

Tapestry says it was founded on the belief that non-financial assets deserve the same discipline and professionalism as financial holdings.²

Leadership

Anne Lyons is Founder and Strategic Advisor. Judy Boerner-Rule serves as President and Chief Executive Officer.³

Senior leaders also include Lara Davis, Managing Director of Placement & Family Services; Kevin Johnson, Managing Director of Enhancement; and Kevin O'Conor, Maritime Program Director.³

Services

Tapestry’s acquisition services cover personal needs analysis, broker selection, location and market analysis, property short-listing, due diligence, physical-condition reports, closing assistance and delivery oversight.⁴

Enhancement services support renovations, construction and property improvements. The firm provides owner representation, design criteria, contractor oversight, budget and schedule management, construction management and operational turnover.⁵

Operations services include estate operations, financial performance analysis, staffing plans, recruiting and vetting, compensation analysis, standard operating procedures, annual operating reports and special projects. Tapestry also manages complex private events through production, management and logistics support.⁶

Divestiture services support property sales, leases and ownership transitions. The work can include buyer or lessee liaison, condition assessments, inspections, pre-sale improvements, household inventory strategies and move management.⁷

Client Focus

Tapestry describes its clients as families of substantial wealth and their trusted advisers. Its expertise centers on personal assets and complex projects that require coordinated oversight.²

Approach

The firm’s stated approach includes principal-to-principal accountability, anytime access, a global network of vetted specialists, discretion and security, and quarterly and annual reporting.²

FAQs

Related resources

• LocationMultifamily offices in Seattle

  The Seattle multifamily offices page gives a regional view of firms serving wealthy families and business owners. It can help readers compare local providers and consider how Tapestry Associates' focus on non-financial assets fits their property, collection, aircraft, or other ownership needs.

• GuideMultifamily office services

  The multifamily office services page outlines common support areas available to wealthy families. Readers can use it to clarify which non-financial assets need attention across acquisition, ownership, and divestiture, then identify questions to discuss with Tapestry Associates.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community for single family offices and wealthy families. Its articles and discussions can help readers understand governance, staffing, and outside advisory needs when managing valuable non-financial assets over time.

• GuideData privacy and security with an MFO

  The data privacy and security page explains issues families should review before sharing sensitive ownership, household, and asset information with a multifamily office. It helps readers form practical questions about access controls, confidentiality, records, and communication processes relevant to Tapestry Associates' advisory scope.

• Similar firmsAletheian Wealth Advisors LLC
  Avantia Investment Services
  Evergreen Gavekal

  Profiles of Aletheian Wealth Advisors LLC, Avantia Investment Services, and Evergreen Gavekal provide nearby comparison points within this site. Reviewing their stated services can help a family or business owner distinguish investment support from advice focused on non-financial assets and ownership lifecycle decisions.

Sources

1. Tapestry Associates Services
2. Why Tapestry
3. Tapestry Associates Leadership
4. Acquisition Services
5. Enhancement Services
6. Operations Services
7. Divestiture Services

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.