Intracoastal Family Office Expands Firm with New Associates
Relationship Manager and Planning Specialist Enhance Client Services
WEST PALM BEACH, Fla., July 13, 2011 /PRNewswire/ -- The Intracoastal Family Office (IFO) at Capital Guardian, LLC, announces the addition of Margo Kohlhoff as Relationship Manager and Kathryn Crabtree as Technical Specialist. Kohlhoff brings more than 10 years of expertise in the financial services industry in client service and relationship management coordinating various financial services for high net worth individuals, their families and institutional clients. Most recently, she was the director of marketing and manager of compliance and operations for a local wealth management company. Kathryn Crabtree is a recent graduate of Palm Beach Atlantic University who also completed an internship with IFO.
IFO Principle Paul Vattiato said, "We are so pleased to add Margo and Kathryn to our team. Margo brings a breadth of knowledge and experience, and Kathryn's energy and excitement is contagious to our staff and clients."
"Working with families in a full partnership to ensure the best life guidance to every client, every day is a mission I fully embrace. Providing integrated, collaborative planning, education and impartial advice is essential in helping families with complex issues," said Kohlhoff.
She added, "I am a strong advocate for empowering women to become more involved in the financial decision making within their families. The Intracoastal Family Office is a strong community supporter with many different organizations and offers a perfect platform to educate women and their families about the issues surrounding investing, estate planning and philanthropy."
Kohlhoff believes strongly in giving back to the community and is involved with several organizations including New Horizons Services Dogs, Inc.; Arc of Palm Beach County, Inc.; the Women's Chamber Foundation; Gratitude House; and Junior Achievement of the Palm Beaches, Inc. She is a member of Executive Women of the Palm Beaches and the Women's Chamber of Commerce of Palm Beach County. In 2009 she was an Athena Award nominee.
About The Intracoastal Family Office at Capital Guardian, LLC- The Intracoastal Family Office opened in November 2009 and has developed a contextual planning structure that views the clients in a holistic fashion. Integrating the complexities of life style, family dynamics, consumption, sustainability, philanthropy, and issues of care/capacity, our professionals weave the financial architecture to make the life story of each client into a great tapestry of possibilities. Principles are Jeffrey Eagle, Jack Kaplan and Paul Vattiato. The office is located at 777 S Flagler Dr., West Tower Suite 1701 in West Palm Beach. The telephone number is 561-839-1100. More information on Intracoastal is available at www.intracoastalfamilyoffice.com and on Facebook.
Securities offered through Capital Guardian, LLC, member FINRA/SIPC.
Investment Advisory Services offered through Capital Guardian Wealth Management, LLC, an SEC Registered Investment Advisor.
SOURCE The Intracoastal Family Office at Capital Guardian, LLC
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