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THE PEOPLE BEHIND YOUR PATH

We are a team of dedicated financial experts committed to making homeownership accessible and understandable

South Lake Family Advisory sits in the middle of a family's advisory relationships - holding the fiduciary seats a directed trust leaves open, and carrying the succession, governance, and liquidity decisions that no single outside advisor owns. We are compensated by the client who engages us, and by no one else. 

GET TO KNOW US 

TOMMY JOHNSON

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MAX DONOHUE

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DAN MENKE

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