Rebecca Cowley, a managing director in the Private Client Services practice, brings over 20 years of experience working with ultra-high-net-worth single-family offices. She assumes the key role of advisor, offering relevant insights and carefully tailored strategies to optimize family office operations.
Her depth of knowledge and unique perspective on industry best practices sets her apart as an authority in this field. From structuring new single-family offices to supporting existing ones, she curates solutions from an operational perspective, focusing on people, processes, technology, and data.
Rebecca was one of the first 5 employees at one of Silicon Valley’s largest Single Family Offices and the founding executive of a spin-off of that office. She brings a wealth of operational experience combined with technical expertise.
Before joining Andersen, Rebecca built her own company, EFO Advisory Services, to meet the growing demand for family office expertise.
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Education
- University of San Diego, BS (Business Administration)