Rebecca Cowley

Rebecca Cowley is a managing director with over two decades of experience in the family office sector, 15 years of which were spent serving inside single family offices. She specializes in managing complex operational frameworks and providing strategic guidance to ultra-high-net-worth clients. Her work reflects a practical and informed approach to the unique challenges of family office management.

As a managing director focused on serving ultra-high-net-worth families, she works closely with colleagues across the firm to provide tailored strategies that support long-term objectives. Her advisory work spans governance, family dynamics, and operational effectiveness. She also plays a key role in advancing the firm’s approach to addressing the evolving needs of multi-generational wealth.

Rebecca previously served as Chief Operating Officer for several single family offices and also founded EFO Advisory Services, where she built a network of family office professionals to deliver customized strategies for ultra-high-net-worth families. Most notably, 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.