Ed Drake is a Family Office Specialist at Atlatl Advisers, where he provides guidance on multi-generational planning and complex wealth strategies. He has more than three decades of experience advising affluent families on estate planning, tax strategy and integrated wealth management.
Ed is the Founder and President of Compleet Family Office Solutions, a Houston planning and consulting firm serving affluent families. Earlier, he founded MRZ Financial, a registered investment adviser formed in partnership with the Houston CPA firm Middleton Raines + Zapata, and after Baker Tilly (US) acquired it he served as Baker Tilly's Executive Managing Director of Family Office Services. Before that he was a Partner and Regional Managing Director at Wipfli in Madison. He works with Atlatl in an independent consulting capacity, bringing his expertise to client situations that call for it.
Ed is a CFP® professional and holds the Accredited Estate Planner® designation and a Master of Science in Financial Planning. He grew up on a small working farm in the upper Midwest and is now based in Fulshear, Texas. Outside of work, he enjoys hunting and fishing across the country and traveling to European cities with his family.
Background
- CFP® certification
- Accredited Estate Planner® (AEP®)
- Master of Science in Financial Planning
- Founder and President, Compleet Family Office Solutions
- Baker Tilly (US): Executive Managing Director of Family Office Services
- Founder, MRZ Financial
- Wipfli: Partner and Regional Managing Director