A Boutique
Multi-Family Office
Family Office Partners is built to serve high-performance families, founders, and entrepreneurs
We bring clarity to financial complexity, align your family’s resources, and transform time-tested wealth strategies into meaningful, lasting results.
Our Leading Custody Providers
For families with meaningful wealth, the choice of custodian is foundational. Family Office Partners works with Goldman Sachs Custody Solutions and BNY Pershing — leaders in global custody — to provide institutional-grade asset protection and reporting.
As an independent firm, we maintain a clear separation between the entity providing advice and the institutions safeguarding client assets. This structure reinforces our fiduciary obligation, reduces potential conflicts of interest, and reflects our commitment to putting client interests first.
Strategic Solutions
We provide comprehensive solutions across four core disciplines — each designed to work in coordination, not isolation. Whether it’s planning, investing, or tailored family office services, our work is tactical and built to last.
Business Transaction Strategy: Guidance, Counsel, and Execution
Advanced Planning: Architects of What’s Next
Investment Management: Disciplined, Sophisticated, and Fully Aligned
Bespoke Family Office Services: Your Solution Provider to Access Institutional Capabilities
Independent by Design
After two decades at one of the world’s leading financial institutions, we charted a new path.
We carry forward the same commitment to excellence, now with an expanded range of services for high-net-worth and ultra-high-net-worth clients.
Built for Succession
When managing a business transaction, founders need a strategic partner that covers every discipline.
Business transaction and exit planning require the seamless integration of wealth planning, investment strategy, family office coordination, and hands-on execution. With deep experience in business transaction advisory and succession planning, we align every detail to deliver outcomes that endure.