Family Office
We look forward to serving you! Please give us some information about yourself below to get started. You will then be sent to our booking page so we can schedule a time to have a phone call or a virtual meeting setup.
What happens next
Share your situation
Tell us who you are and which services interest you.
Matched to the right team
Your situation is routed to the discipline that fits — tax, legal, or family office.
A call or virtual meeting, scheduled
You'll be sent to our booking page so we can set a time together.
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- Held under our Privacy Policy
Prefer to talk first? Call 762-847-0126.
Tell us about you
Step 1 of 3 · About You
Name *
First
Middle
Last
What new services are you interested in? *
- Tax Preparation
- Tax Planning
- Business Sale/Purchase
- Estate Planning Legal Services
- Investment Services
- Life Insurance
- Property & Casualty Insurance
Address *
Street Address
Country
City *
State *
Zip Code *
GenderOptions: Male, Female
Do you currently work with Brookhaven in any other capacity? *
Yes
No
Preferred Method of ContactOptions: Email, Phone
Your Email *
Your Cell Phone *
Best Time to Call YouOptions: 12:00 am, 12:30 am, 1:00 am, 1:30 am, 2:00 am, 2:30 am, 3:00 am, 3:30 am, 4:00 am, 4:30 am, 5:00 am, 5:30 am, 6:00 am, 6:30 am, 7:00 am, 7:30 am, 8:00 am, 8:30 am, 9:00 am, 9:30 am, 10:00 am, 10:30 am, 11:00 am, 11:30 am, 12:00 pm, 12:30 pm, 1:00 pm, 1:30 pm, 2:00 pm, 2:30 pm, 3:00 pm, 3:30 pm, 4:00 pm, 4:30 pm, 5:00 pm, 5:30 pm, 6:00 pm, 6:30 pm, 7:00 pm, 7:30 pm, 8:00 pm, 8:30 pm, 9:00 pm, 9:30 pm, 10:00 pm, 10:30 pm, 11:00 pm, 11:30 pm
I agree to receive recurring automated text messages from Brookhaven at the phone number provided. Msg & data rates may apply. Msg frequency varies. Reply HELP for help and STOP to cancel. View our Privacy Policy here and Terms of Service here.
I agree to opt-in to Brookhaven's SMS transactional messaging
Your Comments/Questions *
