#USA #Denver, Colorado #AC Family Office #Maxwell Smith #Monika Ruzik-Klatka

AC Family Office Enhances Leadership Team

In an effort to boost service delivery for its ultra-high-net-worth clientele,
AC Family Office has announced significant expansions to its leadership team. This notable shift involves the recruitment of seasoned professionals with extensive experience in finance and operations.

New Key Appointments

One of the primary highlights of this expansion is the appointment of Maxwell Smith as the President and Chief Financial Officer. Smith, known for his robust leadership skills across various firms, embodies the client-first philosophy that AC Family Office prioritizes. According to Tim Kneen, Principal at AC Family Office, "Max brings deep experience and a consistent track record of leadership across multiple firms."

Furthermore, Monika Ruzik-Klatka will step in as the firm’s Director of Operations. Her role is centered on enhancing organizational processes and ensuring smoother operations across advisory teams. AC Family Office believes her experience will significantly impact its operational efficacy.

Lastly, Zach Zielinski has been brought on board to spearhead the firm's advanced asset reporting system, which utilizes Addepar technology. This platform enables real-time performance measurement and comprehensive financial reporting for clients. Alex Boyles, Partner and Senior Wealth Specialist, stated, "Addepar allows us to bring together all facets of a client’s financial life in one place."

Technological Investments

Central to this leadership expansion is the firm’s commitment to leveraging technology for better client service. The integration of Addepar represents a significant investment in the infrastructure necessary to provide clients with a cohesive view of their financial status. Zielinski’s previous experience at leading Registered Investment Advisers (RIAs) has equipped him with the knowledge to implement effective reporting strategies that reflect the firm’s dedication to precision and insight.

Will Coughlin, Partner and Senior Investment Officer at AC Family Office, emphasized that these advancements are primarily aimed at refining client services. He explained, "These developments are all about improving how we serve our clients. AC strives to be different. We take a more holistic approach to the families and entities we work with."

Commitment to Personalized Services

AC Family Office’s focus on tailored growth highlights its ambition to provide an unparalleled client experience. The firm prioritizes personalized strategies over merely managing liquid assets, aiming for a comprehensive understanding of families and businesses it collaborates with.

Michael Dieschbourg, Partner and Chief Investment Officer, remarked on the critical nature of having experienced individuals like Ruzik-Klatka leading operations. He noted, "You can’t do what we do for clients without this level of talent around you."

About AC Family Office

Established to serve multi-generational business owners and ultra-high-net-worth families, AC Family Office focuses on creating intentional plans spanning life, family, business, community, and wealth. The firm offers a complete range of services including business consulting, asset management, risk management, estate planning, family governance, and philanthropy planning. To learn more, visit acfamilyoffice.com.