Ona Vredenburg

Associate Director

Family Office Management Team

Ona is a valued member of the Family Office Management Team where she is responsible for supporting the complex needs of the firm’s family office clients. She is passionate about working collaboratively with families to facilitate an enhanced client experience while navigating comprehensive goals-based integrated multigenerational investment, wealth, tax and estate planning techniques.

Ona has spent the past decade in the financial services industry working within a variety of companies, ranging from public accounting to comprehensive firms who provide a multitude of wealth management and family office services. Most recently, Ona worked at a multi-family office providing in-depth financial management, administration and reporting to complex, ultra-high-net-worth multi-generational families. Over her career she has gained extensive experience in the preparation of personal, estate and gift tax returns as well as financial planning strategies, asset allocation, tax planning strategies, and has developed a multi-disciplinary approach to client service.

Ona graduated from Isenberg School of Management at the University of Massachusetts with a Bachelor of Business Administration in accounting as well as a Master of Science in Accounting. She also completed the coursework for the Financial Planning program at Suffolk University.