Kailey McLeod, CPA, CA
Co-Founder and Chief Executive Officer
Five years as CFO of a single-family office, with experience across finance, tax and consolidated reporting.
The Whole Picture. Family Office and Fractional CFO Services
How It Works
One Plan for All Your Advisors
We bring the plan together, and your advisors work from it. We design the structure and the steps for each transaction, then coordinate your accountant, lawyer and others to carry them out.
- Your AccountantTax planning, compliance and reporting
- Your LawyerCorporate, estate and legal structuring
- Your Investment AdvisorPortfolio strategy and investment advice
- Your BankerLending, liquidity and cash management
- Your Insurance BrokerRisk management and wealth protection
- Your Property ManagerReal estate operations and asset management
Dunvegan
Your family office service provider
The connection. The coordination. The follow-through.
The Result
You and Your Family
Support for today’s responsibilities and the next generation.
Alignment
All advisors working from the same direction.
Clarity
One clear plan across all your affairs.
Continuity
Planning that carries into the next generation.
Our Services
The People You Will Work With
Independent and founder-led, Dunvegan brings experience from inside a single-family office.
Konnor McLeod, CFA
Co-Founder and Chief Investment Officer
CIO of a single-family office he built from the ground up, with experience across direct private equity and public and private markets.
How Can We Help?
One conversation is enough to see whether we are the right fit.