YOUR Family Office

PROVEN

65+ Families Guided
Through Business Exits

PERSONAL

7:1 Client-to-Partner Ratio

ESTABLISHED

150 Years of
Combined Experience
  • KYLE CAOUETTE, CFA®, CFP®

    CEO and Founder

    KYLE CAOUETTE, CFA®, CFP®

    CEO and Founder

    Kyle Caouette is the Founder and Chief Executive Officer of Sigil Family Office, where he advises middle market business owners and successful families on building, protecting, and transitioning their hard-earned legacy.

    Kyle’s commitment to generational stewardship was shaped long before his career began. He was inspired by his father, who overcame poverty in Hawaii by joining the Navy and, alongside his mother, built a stable home environment that created educational opportunities for their family. That example instilled a deep respect for discipline, perseverance, and the responsibility to build something that lasts beyond one generation. Early in his advisory career, Kyle first heard Andrew Carnegie’s well-known observation, “shirt sleeves to shirt sleeves in three generations,” meaning that fortunes are often built and lost between grandparents and grandchildren. That idea became foundational to his mission: helping families prevent generational wealth erosion and build legacies designed to endure.

    Sigil Family Office was founded to deliver exactly that. The firm’s concierge model brings together multigenerational planning, tax strategy, investment management, estate design, risk management, and charitable planning within one coordinated framework ensuring clients’ financial decisions support both growth and long-term family objectives. Clients gain clarity, coordination, and confidence through unified oversight of their financial lives, allowing their resources to support long term security, family continuity, and an elevated lifestyle.

    Most recently, Kyle was a shareholder at Parallel Advisors. Prior to that, Kyle co-founded Parcion Private Wealth, helping to grow its assets under management to nearly $2.5 billion. He has been recognized by Forbes / SHOOK Research as one of its Best-In-State Wealth Advisors (2022) and America’s Top Next-Generation Wealth Advisors (2021, 2017–2019).
    Kyle also spent 14 years at UBS Private Wealth Management as a Senior Vice President, where he was recognized for several consecutive years to the firm’s Director’s Council and named the UBS Top 35 Under 35 list.

    He holds both the Chartered Financial Analyst® (CFA) and Certified Financial Planner™ (CFP®) designations and earned a Bachelor of Arts in Economics from the University of Washington, where he continues to serve as an alumni mentor. His professional and community involvement includes the CFA Society, Central Arizona Estate Planning Council, The Five Arts Circle, and Gainey Ranch Country Club.

  • JOHN DE CARVALHO, CFA®

    Chief of Strategy & Ops and Founder

    JOHN DE CARVALHO, CFA®

    Chief of Strategy & Ops and Founder

    Sigil Family Office was founded on the belief that success should serve a greater purpose—supporting not only individual achievement but the lives, families, and communities that give it meaning. For John de Carvalho, that belief is deeply personal. Raised in a close-knit extended family guided by his grandparents’ strength and generosity, he learned early that privilege carries responsibility. Specifically, his grandmother’s story—raising six children after the loss of her husband and strength she gained from her community—instilled a lasting appreciation for resilience, gratitude, and the importance of thinking beyond oneself.

    Those values remain central to the way Sigil Family Office partners with accomplished business owners navigating growth, transition, and legacy. Many clients are preparing for a liquidity event or ownership transfer and seek clarity on minimizing taxes, optimizing liquidity, and aligning their financial decisions with long-term goals. Through an integrated approach that connects every dimension of their financial lives, the firm helps ensure that today’s success translates into lasting impact for generations to come.

    John brings extensive experience and leadership to his role as Founder and Chief Investment Officer. Before launching Sigil Family Office, he served as Chief Investment Officer for several prominent Puget Sound–based registered investment advisory firms, where he oversaw investment policy, research, and portfolio strategy for ultra-high-net-worth families. His experience blends technical precision with a thoughtful, purpose-driven approach to planning and stewardship.

    He holds a Bachelor of Arts in Business Administration with concentrations in Economics and Finance from the University of Washington, maintains the Chartered Financial Analyst® (CFA) designation, and is an active member of the CFA Society of Seattle.
    At the heart of John’s philosophy is a simple belief: true success is measured not by what we accumulate but by what we inspire and enable in others.

  • Nancy Velez

    Director of Client Service
  • Erin Scott

    Executive Coordinator

Partners

  • Ann Swartz, CLU, ChFC®, CASL, CLF®

    Chief Compliance Officer
  • Becca Zophin

    Chief Marketing Officer
  • Richard Austin, JD, LLM, CIMA®

    Executive Director, Estate and Business Planning
  • Peter Kaplan

    Executive Vice President, Planning and Insurance Solutions 
  • Raymond J. Lucas, CFP®, CRPC®

    Senior Vice President of Financial Planning & Training
  • Bill Beaudoin, CFS, CBEC

    Vice President of Case Design
  • Will Hackler

    Director of Retirement Plans
  • Mike Percoskie

    Director of Technology
  • Gregory Freeman

    Advanced Planning Specialist
  • Caitlyn Nelson

    Head Trader
  • JD Gardner, CFA & CMT

    Portfolio Manager 
  • John Luke Tyner, CFA

    Portfolio Manager
  • Shannon Williams

    Graphic Designer
  • Olivia Evans

    Executive Assistant

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