McQueen, Ball & Associates Email Format

Investment ManagementPennsylvania, United States11-50 Employees

McQueen, Ball & Associates is an independent, family office and private wealth management firm delivering centralized administration to affluent families with complex financial affairs, substantial business interests, and large family estates. For decades, wealthy American families have relied on private offices to provide centralized investment management, tax accounting, and trust administration for extended families that often include hundreds of individual beneficiaries. Over the past 30 years, we have witnessed tremendous growth in family assets along with the development of a more complex investment, tax, and legal environment. Families who had previously relied on uncoordinated professional services to handle their affairs have found themselves often overwhelmed by the requirements of a mushrooming financial plan. McQueen, Ball and Associates has responded to this challenge by offering services designed to accommodate the multigenerational needs of our wealthiest clients. Our team of CFA®, CFP®, and CPAs work with our clients' accountants and attorneys to coordinate the implementation of complex strategies that help clients manage their affairs both today and in the future.

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