Ultra-high-net-worth families ($10–50M+)
Family Office Services
Family Office Support for Layered Financial Lives
For families with diverse assets, multiple entities, and multi-generational priorities, financial decisions require coordination, organization, and long-term perspective. Family office services are designed to bring structure and clarity across every moving part.
Family Office Services for Ultra-High-Net-Worth Families
As wealth becomes more layered, coordination becomes increasingly important. As an independent, fiduciary RIA, SlateStone provides integrated planning and active investment oversight without product bias.
What is a Family Office?
A family office is a coordinated advisory structure designed to integrate planning, investment oversight, governance, and operational support for families with complex financial lives.
Family Office support is designed for:
How We Serve You
Family Office Services
Family office services extend beyond portfolio management. They are built to integrate planning, oversight, and operational support.
What is a Family Office?
- Goals-based, values-aligned financial planning
- Alignment between wealth plan and actively managed portfolio
- Liquidity mapping and multi-year scenario modeling
- Tax-aware coordination with your CPA and legal counsel
Private Investment Integration
- Pacing and sizing within the total portfolio
- Alignment with liquidity and tax considerations
- Ongoing monitoring and oversight
- Integration of private equity, private credit, and real assets when appropriate
Governance & Next-Generation Support
- Family meetings and succession facilitation
- Education and continuity planning
- Philanthropy support (DAF or private foundation) aligned to mission
Cash Flow, Treasury & Administration
- Spending policies and withdrawal plan
- Liquidity buffers and credit facility coordination
- Capital-call scheduling and reserves
- Treasury-style cash oversight
- Bill-pay and controlled cash movement support
Trust & Entity Coordination
- Ownership and titling review
- Beneficiary and trustee alignment
- Gifting strategies and document updates
- Coordination with your attorneys
- Entity cash-flow and distribution policies
Consolidated Reporting & Secure Access
- Consolidated reporting across entities
- Secure client portal and document vault
- Performance, exposure, and cash visibility by household or structure
- Seamless collaboration with CPAs, attorneys, and family members
A Central Point of Coordination
Families with complex financial lives often work with multiple advisors, entities, and decision-makers. Without coordination, even well-intended strategies can become fragmented. Planning, reporting, and day-to-day support keep everything connected—with integrated planning, active oversight, and coordination across entities and advisors.
Oversight Across Entities and Accounts
Consolidated reporting across entities and accounts provides a clear view of performance, exposure, and cash by household or structure. Independent custody, secure client portal access, and fiduciary oversight support coordinated decision-making in alignment with your CPA, attorney, and trustees.
Professional Collaboration
Coordination with CPAs, attorneys, trustees, and other professionals supports consistent execution and helps reduce friction across advisory relationships.
See how this works in practice
Complex family situations often require coordinated solutions across trusts, entities, and generations.
A multi-generational trust strategy for a family navigating special needs planning.
see how this worksCoordinated trust, tax, and investment strategies support long-term family continuity.
see how this worksFamily Office FAQs
Frequently Asked Questions
Family Office services are designed to simplify the complexity that often comes with significant wealth across multiple generations. Below are answers to common questions about how SlateStone coordinates planning, investments, trusts, entities, and other financial responsibilities within a single, integrated framework.
What are family office services?
SlateStone provides family office services to multiple families. Our services provide coordinated support for families with complex financial lives. Families of significant wealth typically require advanced wealth engineering and structuring, seek a high-touch experience, and require guidance in family governance and continuity. In addition, strategic philanthropy, impact investing, and consolidated risk management and reporting are needs our family office team can support.
Who is family office support designed for?
Family Office services are designed for ultra-high-net-worth families, business owners, entrepreneurs, real estate operators, multi-generational inheritors, and corporate C-suite executives with distinct characteristics and specific financial pain points that require multiple disciplines across the financial landscape.
Do you help manage trusts and entities?
Yes. SlateStone works alongside your estate planning attorney and CPA to help coordinate trusts, entities, ownership structures, beneficiary designations, and other planning strategies so they remain aligned with your broader financial objectives.
Do you support multi-generational governance?
Yes. Family governance is an important component to address when working with multi-generational families. Family governance is a framework to clarify family values, which can then be used to create a framework to help guide the family and their advisors in managing the wealth, interests, and relationships across generations. SlateStone’s Family Office services include support for family meetings, succession planning, next-generation financial education, and governance discussions designed to promote continuity, minimize conflicts, and preserve family wealth across generations.
Family office FAQs
Frequently Asked Questions
Investment decisions often come with thoughtful questions. Below are a few of the topics we’re most often asked about how portfolios are managed and monitored.
- What are family office services?
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- Who is family office support designed for?
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- Do you help manage trusts and entities?
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- Do you support multi-generational governance?
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A Coordinated Approach for Sophisticated Families
If your financial life involves multiple entities, advisors, or generations, coordinated support can help bring clarity and structure to the whole.
A Portfolio That Evolves With You
Explore Investment ManagementFamily office clients often carry complex, layered portfolios — multiple entities, real estate, and business interests. Our Investment Management approach brings structure and coordination to all of it.