Family office

For the ultra-wealthy, why limit yourself to brokerage accounts when we can create a robust Family Office through Charles Schwab and Blackrock Investment Management. We have the resources to serve single family and multi-family offices with unique proprietary technology solutions, world class investment management, and a vibrant community to share insights, contacts, and recognition to keep your family office relevant and prosperous for generations to come. 

 We provide what ultra-wealthy families value, including deposit and lending products, services from Charles Schwab Bank, Premier Bank, Trust, Charitable, and other carefully curated products

Access to third party industry experts on all aspects of serving the ultra-wealthy family. 

An open architecture trading platform offers one of the largest selections of the investment choices in the industry. 

 Working with Charles Schwab, your team will include a personal liaison to help you access all resources of one of the largest custodians in the world. In addition, you will have a senior banker as well as a trading team to help with alternative investments.  Time is of the essence for the ultra-wealthy, so you have access to operations specialists, compliance specialist, and products experts to provide personalized support. 

Building a valuable community by connecting you with other family offices and professionals is at the heart of what we can offer. The relationships we have with experts and insights can help you keep your family office relevant and prosperous for generations to come. You will join a network of forward thinking family office professionals who provide access to Bespoke events, help you address challenges, learn, and share best practices to stay ahead of the trends affecting the ultra-wealth community. 

Multiple levels of physical and digital safeguards anchor our rigorous approach to security and fraud prevention. As our custodian, Charles Schwab proactively protects client privacy and maintains strict controls over how personal information is used, shared, and accessed. In addition, the Schwab Security Guarantee covers 100% of any losses due to unauthorized activity on any Schwab accounts.