Family Office Services

Barbara Lothian

Client Service Associate

  • Industry Start

    2005

Barb is a Client Services Administrator on the Family Office Services team. Barb has over 25 years of experience in executive administration and 15 years in the Family Office. Barb is responsible for handling the administration of Family Office client files.  Her day to day responsibilities include coordination and tracking of brokerage accounts, preparation of deposits and bill paying, processing of annual filings, bookkeeping, payroll, maintenance and organization of documents and records, and preparation of various reports. Outside of work, Barb enjoys excercising and spending time with family and friends.