We're here when you need us
Family Administrative Assistance

About Us

We are committed to providing you with the best possible financial service possible.

Noreen Caroll
Noreen began her career in banking, where she worked in the money center and, tired of staring at computer screens, decided to put a faces to the funds she oversaw and moved to the trust department.   From there she became manager of a fifth-generation family office.  While most clients are referrals from industry professionals, families in need of her services are also welcome to contact her.

Noreen has managed five single family offices and has solid references from industry professionals and personal clients.   She is currently Executive Director of a single family office outside of Philadelphia, PA.

In her spare time she volunteers with the Girl Scouts and fosters rescue animals awaiting a permanent home.

Marie Grace

Was formerly CFO of an international design firm and brought her expertise in organization and accounting to us in 1995.

Web Hosting Companies