Lori Schiaffino

Family office consultant Lori Schiaffino has advised high net-worth families and individuals regarding all aspects of operational and personal needs for over 20 years. As owner and President of Northwind Advisors, LLC, Ms. Schiaffino works closely with her clients and their trust and estate advisors, as well as wealth management advisors. She conducts detailed research into family staff expenditures and reporting procedures, ensuring that payroll administration functions transparently and with optimal efficiency. Lori Schiaffino also performs analysis and recommendations on philanthropic giving, benefit plans, and travel-related expenses. Ms. Schiaffino’s expertise extends to commercial and residential property redevelopment and reuse matters. She utilizes Northwind Advisors’ global reach in collaborating with international and local real estate agencies, maximizing the disposition of clients’ real estate assets. Lori Schiaffino determines the trade-offs between property selling and best use, taking into consideration local real estate conditions and the marketability of existing improvements. Ms. Schiaffino also examines environmental factors such as potential clean-up costs, as well as permitting issues involving zoning and re-entitlement. Political issues and regulatory trends are always foremost in Lori Schiaffino’s calculations, particularly in cases where clients maintain diverse non-U.S. holdings. One of the greatest challenges facing the high net-worth families Lori Schiaffino serves is the constant rise in operating and maintenance costs. These are often unrelated to any corresponding benefit. The skills involved in maintaining private aircraft, yachts, and proper staff training and supervision are in many ways comparable to running a business. Lori Schiaffino builds trust with clients, performing assessments and giving recommendations that they feel comfortable in implementing. Ms. Schiaffino and the Northwind Advisors team undertake all approved plans with discretion and reliability, ensuring that there is no appreciable drop-off in lifestyle quality. All completed services are carefully monitored for an extended period, with timely and thorough performance reviews that provide long-term satisfaction. Further, Lori Schiaffino trains staff to utilize effective methods of maintaining instituted gains and annual cost savings on a continuing basis year over year. Ms. Schiaffino maintains Financial Industry Regulatory Authority (FINRA) certificati