Every family deserves a trustworthy advocate
An expert you can turn to for support, advice, education, and resources.
At The Family Enterprise Office, our team of advisors, facilitators, and advocates have over 30 years of combined experience untangling complex situations and bringing families together. We’ve helped families like yours preserve and develop over $1 billion in assets— and we can help your family, too.
We want you and your family to look forward to the future— not fear it. We understand your circumstances are complicated, because trusts and family ownership always are. That’s why we partner with you to create a clear, long-term plan, while providing solutions that benefit every member.
David Burleigh
An attorney by background, David Burleigh helps families, trustees, beneficiaries, and private business owners untangle their situation and find the best path forward. He has dedicated his professional life to helping multi-generational families— particularly those with a large number of children— create and use better decision-making structures to build better futures.
“Large families are wonderful. But having multiple family members and several trusts can make shared ownership complicated. My goal is to help multi-generational families enjoy the clarity and peace that comes from creating organization and structure.”
Shannon Garry Keesee
Shannon Garry Keesee has a robust professional background that includes experience in multi-family offices, retail investment management, financial services business relationship management, and real estate investments. Her exceptional ability to manage multiple projects and understand complex ownership situations allows her to deliver clarity and confidence to our clients.
“I understand what it’s like to live in a complex family and manage complicated situations. And together, I know we can come up with a confident plan forward.”
LeeAnn Bareswilt
As a Certified Trust and Fiduciary Advisor with experience in law, trusts, and personal finance, LeeAnn Bareswilt brings highly specialized expertise to complex trust and ownership situations. LeeAnn’s ability to understand and execute intricate strategies positions her as an invaluable resource for family enterprises.
“Every family enterprise is a network of interworking projects and people. I understand how stressful tracking, balancing, and optimizing every element of a family enterprise can be— and it’s my honor to help families work towards a common purpose and accomplish their biggest goals.”
Amelia Renkert-Thomas
Everyone— from entrepreneurs coping with the consequences of liquidity events to large multi-generational families with highly sophisticated business and investment structures— struggles at some point to operate effectively within their enterprise. As the former president of Ironrock, Inc., and a beneficiary of the hard work of her grandfather (the founder of Fisher Price Toys), Amelia Renkert-Thomas understands what it’s like to be in every role of the family enterprise process. Drawing on her years of experience practicing law, Amelia works to design tailored governance structures, create more effective board structures, form and govern family offices, set up shareholder councils, and make trusts more functional, in order to enable families to thrive.
“[The FEO Team] played off each other, bringing out different themes and closing the gap on a wide canyon of different ideas from our family. Family Enterprise Office is exceptional and in a different class we’d never seen before.”