Broward Grove

Broward Grove

Broward Grove was founded in 2018. Craig DeLucia serves as chief executive. The firm’s clients connect primarily to the Belk family wealth event. Johanna Anderson, chief impact officer, previously directed The Belk Foundation for thirteen years. The firm supplies family office structure, investment governance, estate planning maintenance, tax preparation and philanthropic administration. It does not publish fund commitments or direct holdings. Services operate through a shared-services arrangement that lets participating families access the same team without each building separate infrastructure. Geographic focus remains North America. The team includes a chief operating officer, director of accounting and managers covering reporting, client services and tax. Lucas Prillaman holds the COO role. In November 2024 the firm presented a Risk Map at the Forge Fall Gathering in Memphis. Additional offices are not disclosed. The COFO model creates a distinct governance layer. Families share professional resources and cross-family insights while retaining separate decision authority. This arrangement reduces single-family overhead yet avoids the commercial incentives of a traditional multi-family office.