Family Office

Gaffney, Dan

Title(s)

Partner

Company Name

Moss Adams

Business Email

dan.gaffney@mossadams.com

Business Category

Accounting/CPA/Bookkeeping, Business Consulting (non-financial), Business/Business Formation, Estate/Estate Planning, Family Office, Family Succession/Exit Planning, Family/Individual Consulting, Financial, Governance, Legal, Strategic/Business Planning, Succession/Exit Planning, Tax

Credentials, Professional Designations

CPA

Gentry, Bobby

Gentry, Bobby

Title(s)

Wealth Advisor

Company Name

Freestone Capital Management

Business Email

bgentry@freestonecapital.com

Business Category

Family Office, Family Succession/Exit Planning, Family/Individual Consulting, Financial, Financial Planner/investment Manager, Health Care, Insurance/Risk Management, Long Term Care, Philanthropy

Platt, John

Title(s)

Owner and General Manager

Company Name

Profiducia Services Inc

Business Email

john@profiducia.com

Business Category

Accounting/CPA/Bookkeeping, Business Consulting (non-financial), Elder/Family Law, Estate/Estate Planning, Family Office, Family/Individual Consulting, Financial, Legal, Marketing/Bus. Dev., Strategic/Business Planning, Trust Officer

Sponsors

Morgan Stanley

Nokimas 2025