Enhance Your Life

Arlington Family Offices provides customized family office services to families of significant net worth.

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Who We Are

Founded in 1998, Arlington is one of the nation’s leading multi-client family offices. The firm serves 22 families throughout the world. In addition to the family offices served, Arlington also serves approximately 20 clients as an outsourced Chief Investment Officer for the family.

Arlington builds a single-family office for each family served and provides families with access to first-class talent across all services. Most Arlington families are multi-generational and thus require highly specialized guidance to ensure succeeding generations flourish.

Our Approach

Arlington provides a comprehensive service platform and talented resources with deep expertise in serving families of significant net worth. We place the family in the center and ask “how can we help you achieve your goals?” Our primary focus is not to build an institution, but rather to assemble a talented Arlington team committed to enhancing the lives of those we are privileged to serve.

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Professionals

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Leadership

Team 1
Kenneth H. Polk, CPA, CFP
Chief Executive Officer
Team 1
Rhett C. Bennett, CFA
Chief Investment Officer
Team 1
Greg P. Logan, CPA
Director of Tax Services
Team 1
Peter Barber, JD, CFP
Director of Financial Services
Team 1
Emily Vanlandingham
Chief Operating Officer
Team 1
Bill Levant, CFA
Chief Investment Strategist
Team 1
Elliot Robbins
Director of Trust Services
Team 1
C. Shannon Elliotte, JD, LLM
Chief Fiduciary Officer

Contact

2000 Morris Avenue
Suite 1300
Birmingham, AL
35203

Tel: (+1) 205 488 4300

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