Pelican Family Office is a multi-family office based in Covington, Louisiana, on the Northshore of Greater New Orleans. It is the brand name under which Pelican Advisory LLC, a registered investment adviser, operates.
The firm's premise is coordination. Successful families and business owners typically work with several separate professionals — a CPA, an attorney, a financial advisor, an insurance agent — who rarely operate from one plan. Pelican Family Office organizes tax planning, wealth management, legal coordination, business advisory, risk mitigation, and family governance around a single coordinated strategy, working alongside a family's existing professionals rather than replacing them.
Who the firm serves
- Business owners planning growth, succession, or an eventual exit
- Families seeking family-office-style coordination of their advisors
- CPAs and professional firms whose clients need proactive, coordinated planning support
Details about services, the full team, and how engagements work are published on the company website, pelicanfo.com. This portal deliberately does not describe or sell services.
Company timeline
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2022
The pelicanfo.com domain is registered as the company brand takes shape.
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2024
Pelican Advisory LLC advisory registrations are established in Louisiana; the firm’s advisers affiliate with the new entity. The Pelican Family Office Google Business Profile is published.
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2025
Advisory registration is extended to Mississippi.
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April 2026
The company website, pelicanfo.com, is rebuilt around the firm’s multi-family office model, with expanded service and team information.
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August 2026
PelicanFamilyOffice.com launches as the company’s official information and public resources portal.
Leadership
The firm was founded by Jack Branch Jr. and Matthew Greene. Their biographies on this portal link directly to their public regulatory records so anyone can verify credentials independently.