About Us
We're not here to impress you with jargon. For 17 years, we've been quietly handling what matters most — your family's money, your assets, your future. No theater. No endless meetings. Just straightforward coordination between your banks, advisors, and legal folks so nothing falls through the cracks. You've built something real. We make sure it stays that way. Our clients range from entrepreneurs to inherited wealth families across Romania and beyond. They work with us because we actually know what we're doing.
Over time, we’ve built a reputation for reliability, quality, and clear communication. We treat each project as a partnership and aim for outcomes that last.
Our Story
Started in 2007 when the founder got tired of watching wealthy clients struggle to manage multiple banks, advisors, and legal teams that weren't communicating. The problem was obvious — nobody was actually coordinating anything. So we built a service around that exact gap. Early clients were mostly referrals from lawyers and accountants who'd see families drowning in disorganization. That word-of-mouth foundation never stopped. We've grown quietly but steadily, now managing coordination for families with assets spread across several countries. Never advertised much. Didn't need to.
Why Choose Us
Experienced Team
Our professionals have decades of combined experience. We've seen it all and know how to handle any challenge.
Quality Guaranteed
We stand behind our work with comprehensive guarantees. If you're not satisfied, we'll make it right.
Fair Pricing
Transparent, competitive pricing with no hidden fees. You'll always know exactly what you're paying for.
Proven Results
Thousands of satisfied customers and a track record of successful projects speak for themselves.
Meet Our Team
The people behind Estate Family Office
We’re a team that values ownership, clarity, and growth. We celebrate wins, learn fast, and keep client outcomes at the center.
Alexandru Munteanu
Founder & Senior Coordinator
20 years in private banking before starting this. Handles our biggest family accounts personally. Romanian, London-educated, speaks four languages. The person clients actually talk to.
Ioana Popescu
Legal & Compliance
Lawyer with 14 years in family office work across EU jurisdictions. Makes sure every move we make is clean and documented properly. She knows inheritance law inside out.
Cristian Ștefan
Assets & Coordination
Former bank operations manager. Tracks every asset, every account, every deadline. The guy who actually makes sure institutions talk to each other correctly.
Our Core Values
The principles that guide everything we do
Radical Honesty
We tell you what we think, not what you want to hear. If a move is risky or unnecessary, you'll hear it from us first. Sugarcoating doesn't help anyone.
Actual Expertise
Our team has worked in banking, law, and finance for decades. We're not guessing. When we coordinate with your institutions, they respect what we bring to the table.
Your Timeline, Not Ours
Some decisions take time. We don't rush you into anything. And we don't drag our feet either. Efficient, but never rushed.
Privacy Isn't Optional
Your financial life stays between us and the institutions you authorize. Period. We don't talk about clients. We don't name-drop. We don't overshare.