Company Profile
Select Family Office is a multi-family office established in 2011 by founder and CEO Mike Mustillo, CFP®. The firm specializes in providing customized family office solutions for high net worth families, operating as an independent and objective advisor. Their core philosophy revolves around becoming intimately familiar with each client's life to offer practical and aligned solutions for their complex financial and personal decision-making processes. They do not sell products, ensuring client interests are always prioritized, and their fees are negotiated based on the scope and complexity of services provided.
The firm offers a comprehensive suite of services designed to centralize and simplify the financial affairs of wealthy families. These services include integrated financial strategies, liability management, detailed reporting and document management, and robust investment oversight. Additionally, Select Family Office provides support for lifestyle enhancements, wealth transfer planning, real estate transactions, and philanthropic endeavors, acting as a central hub to coordinate various advisors and ensure all aspects of a family's wealth ecosystem are managed harmoniously.
The team at Select Family Office brings diverse expertise to its clientele. Mike Mustillo, with over 30 years of industry experience, previously held senior roles at Geller Family Office Services and KLS Professional Advisors. Managing Director Victoria Hight oversees technology, office management, and real estate transactions, drawing on her background in implementing large-scale financial systems. Laura Nicoletti, Head of Operations and Chief of Staff, focuses on personalized client experiences and strategic initiatives, with prior experience in impact investing, Opportunity Zones, and Web 3.0/Blockchain technology. Other key team members include Director Kip Jennings, Accounting Associate Elizabeth Boyd, Client Relationship Associate Allison Bhaya, and Katie Von Der Lippe, who supports financial reporting and client operations.
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