Ed Drake leads Family Office Services at Quotient Wealth Partners, offering expert guidance on multi-generational planning and sophisticated wealth strategies. With more than three decades of experience advising affluent families on estate planning, tax optimization, and comprehensive wealth management, Ed collaborates closely with Quotient advisors to craft tailored plans that address the challenges of evolving tax and regulatory landscapes.
In addition to his role at Quotient, Ed is the Founder and President of Compleet Family Office Solutions. His past roles included leadership positions such as Executive Managing Director of Family Office Services at Baker Tilly (U.S.) and Regional Managing Director and Partner at Wipfli. Ed holds a Master’s degree in Financial Planning (MSFP) and Accredited Estate Planner (AEP®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. Based in Georgetown, Texas, Ed’s approach to wealth management is deeply rooted in integrity and the strong values instilled during his upbringing in the upper Midwest. Outside of work, Ed enjoys spending time in the outdoors with his wife, Linda and daughter Josephine.
