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Joe Reilly Family office expert.

Greenwich, CT
Joe Reilly is an investment and strategy consultant to family offices. He was the co-founder and founding president of the Family Office Association, a global forum for single family offices that is based in Greenwich, Connecticut.  Previously Joe helped to start a single family office and foundation in New York where he was an investment manager for five years.  He was an energy specialist focused on options and futures trading at Crédit Agricole Indosuez in New York prior to that, and started his career at Salomon Smith Barney.  Joe has spoken on family office issues at many conferences and has been quoted in the Wall Street Journal, The Financial Times, Forbes, Bloomberg, and currently does a monthly interview series with notables in the family office world for…
  • Reviews 3

Joe has great knowledge on family offices and how to approach them. A good listener too, which I don't often find with mentors.

Source: Clarity Kyle Schutter Oct 25, 2023

Joe was able to provide great value in a short amount of time, sharing his perspectives on family offices and our platform.

Source: Clarity Jacco de Bruijn Mar 24, 2023

Joe exceeded my expectations in providing validation for my business model. The depth and breadth of his experience was evidenced by how eloquently he would communicate back the complexities of my thought process in simplified form.

Source: Clarity Afam Elue May 13, 2022

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