Phone571-336-2582

Welcome to

Alta Family Office Services

Strategy, Marketing, Organizational Change, Operations, Transformation
Financial Modeling, Analytics, Post-Merger Integration
Wealth Planning and Management, Family Governance
Counterparty Relationship Management Services
GET STARTED

OUR SERVICES

SERVICES

Alta Family Office Services offers management consulting services that focus on our clients' most critical issues and opportunities: strategy, marketing, organization, operations, transformation, analytics and post-merger integration. Wealth planning and management, Family Governance, and counterparty relationship management services also provided.

ABOUT DAN

team img 2

DAN BURPEE

Managing Director

Dan is a strategy-minded finance and analysis executive with 20+ year portfolio of success building roadmaps to significantly enhance bottom lines through diligent market & financial analysis, project management, cost control initiatives, financial modeling, and research backed investment decisions. Dan holds a BSE from the University of Michigan, MBA from Indiana University, a CSS from Harvard University and an MSF from George Washington University.

dburpee@altafos.com

CONTACT Alta Family Office Services

OUR ADDRESS

6107 30th St N, Arlington, VA 22207

571-336-2582

dburpee@altafos.com