Ed Lazar

Ed Lazar Ed has 30+ years of experience helping families of significant means manage their financial wealth.
In January 2018, Ed became Executive Director for Milburn Services, LLC, the family office for the four generations of the Katherine Belk family in Charlotte, North Carolina.
Prior to Milburn, Ed was President of Threshold Group, a Seattle-based multifamily office from 2001 until its sale in late 2017.
Ed had overall responsibility for the creation and delivery of Threshold’s integrated wealth management service offering, including Threshold’s pioneering impact investing practice.
Ed’s philanthropic passions are rooted in education.
Ed is a former member of the Family Office Exchange Advisory Board; the Alumni Association board of his alma mater, Valparaiso University; Treasurer of Communities in Schools of Peninsula (Gig Harbor); board member of the Innovation Entrepreneurship Center at the Albers School of Business, Seattle University and the Chair of the College Success Foundation in Tacoma, Washington.
Ed currently serves on the advisory board for the Evans School of Public Policy and Governance at the University of Washington.
Ed is a Certified Public Accountant and Personal Financial Specialist in the states of Washington and North Carolina and is a member of the national and Washington CPA societies.
Ed is a frequent writer and speaker on families and family office industry issues.
He and his wife Paula (also a Valparaiso graduate) have three children.