Together, the joiners have launched SIGIL Family Office, a consultative virtual family office practice focused on ultra-high net worth business owners and families.

The team used to be affiliated with Parallel Advisors. Before joining Parallel, Caouette co-founded and helped scale the RIA and multi-family office Parcion Private Wealth to more than $2 billion in assets. At Parcion, Caouette worked alongside de Carvalho who was former chief investment officer of the firm.

“Launching SIGIL Family Office allows us to create the type of boutique virtual family office that business owners and successful families demand,” Caouette said.