Suggestions
Patricia Shepard
Family Office Executive and Advisor
Patricia Shepard is the President and Board Member at Cardinal Management, Inc., a private family office, a position she has held since January 2018. With over 23 years of experience in family office consulting, she specializes in advising high-net-worth families on wealth management strategies and investment opportunities.13
Shepard's career in the family office sector began with a focus on providing tailored financial solutions and governance structures for families. Her expertise encompasses various aspects of family office operations, including investment management, estate planning, and risk management.2 In addition to her role at Cardinal Management, she is also associated with Affyde, where she contributes to family office services and advisory.34
Based in California, Patricia Shepard is recognized for her strategic insights and leadership within the family office community.25
