Compleet Family Office Solutions LLC
Founder, President
KEY ACCOMPLISHMENTS
- Partner, Regional Managing Director, Wipfli Accounting and Advisory, Madison, Wisconsin
- Founder MRZ Financial (RIA) In partnership with Middleton Raines & Zapata (MRZ), Certified Public Accounting – Houston, Texas, Acquired by Baker Tilly US
- Executive Managing Director of Family Office Services Baker Tilly (US) Accounting and Consulting Firm – Houston, Texas
- President, Founder Financial Planning and Consulting Firm Compleet Family Office Solutions LLC – Houston, Texas
ABOUT ED
Ed Drake is a highly accomplished financial planner and the President, Owner, and Chief Innovator of Compleet Family Office Solutions, LLC. He hails from a small working farm in the upper midwest and grew up with integrity, honesty, and strong work ethics instilled in him from an early age. Ed understands the significance of adaptability, and embraces the notion that those who are most responsive to change are the ones who will thrive.
Having obtained a master’s degree in financial planning, Ed has spent the past three decades advising and navigating financial strategies for affluent families, and is among America’s top advisors. His firm, Compleet Family Office Solutions, LLC, provides exceptional planning, management, and development services to affluent families throughout North America. Ed has had a profound impact on hundreds of America’s wealthiest families, utilizing his knowledge and expertise to create multi-generational plans that benefit each family member. Additionally, Ed is an accredited estate planner (AEP), further enhancing his ability to provide comprehensive wealth management solutions for clients.
As a respected mentor and leader, Ed has developed a group of advanced financial planners who possess the unique skills required to create personalized generational plans that marginalize the effects of turbulence in an ever-changing tax, regulatory, and social environment.
Despite his professional success, Ed remains grounded and connected to nature. Ed and his daughter, Josephine, find solace in activities that allow them to become immersed in the natural world. They both enjoy hunting along America’s plains and mountain ranges, and indulging in fishing adventures on remote rivers and streams. Linda, Ed’s wife, and Josie’s mom, prefers trips to exciting European cities where they all can spend time on sightseeing excursions and enjoy fine dining.
CONTACT ED DRAKE