Craig Delucia

Experience

1. Chief Executive Officer

   Broward Grove

   Jun 2015 — Present · Charlotte, NC, US

   Broward Grove provides strategic leadership, governance, planning and advisory services to families who are committed to being effective stewards of capital across generations. Our goal is to help clients live well, give well and plan well as they navigate the practical and emotional complexities of legacy wealth. We guide families on that journey, providing customized solutions to a small number of family groups within a full suite of family office services. I spend half of my time as CEO for a single family office. With the balance of my time, our team provides similar ongoing services to a handful of other families who desire fractional assistance in family wealth leadership and operations. In the past, we have also provided short-term support for consulting projects, especially around new office formations or the restructurings of existing family offices. I am happy to share my experiences, in an effort to help others who serve in this area and to give back so much of the courtesy that others have extended me on my professional journey. To that end, I enjoy coordinating peer group discussions and presenting at continuing education (CPE) events.

Education

• Clemson University

  B.S.; MPACC (Tax concentration), Accounting; graduate tax concentration

  1993 — 1998

Skills

• Family Office
• High Net Worth Individuals
• Corporate Tax
• Financial Planners
• Tax Returns
• Tax Advisory
• Accounting
• Retirement
• Partnership Taxation
• Estate Tax Planning
• Tax
• Income Tax
• Tax Accounting
• Personal Finance
• Cpa
• Estate Planning