top of page

Services

Thistle Advisory provides confidential, tailored advice and solutions to complex, successful families and their family offices.

Portfolio Strategy

Understand and enhance your current investment portfolio with our assessment and recommendation services tailored to your financial goals and risk tolerance.

Investment Analysis & Due Diligence

Access specialized due diligence and investment analysis to assess investment opportunities across all major asset classes.

Technology Stack Assessment

Empower your family office with our comprehensive technology stack assessment, offering valuable insights into best-in-class solutions, reporting, and security risks.

modern board room.webp

Family Governance & Best Practices

Collaboratively develop a mission statment and corresponding governance plan facilitating family decisions and education across generations. 

Private Investment Opportunties

Leverage our extensive investment track-record and relationships to access unique fund (LP) and direct investment opportunities.

Let's Connect

At Thistle Advisory, we prioritize understanding the unique needs of our clients. Our commitment is to develop long-term solutions that utilize best-in-class technologies, ensuring we streamline every aspect of the modern family enterprise. We look forward to speaking with you.

Thistle Logo no Background adobe_edited.png

Office

Los Angeles, CA

Telephone

Direct Line

© 2025 by Thistle Advisory.

bottom of page