Made in Maine. Trusted Globally.

Financial Life Planning

The families we serve all have one invaluable asset in common: time.

Starboard’s financial planning principles are centered around that point – we are all on this earth for a limited time and money at its best use provides families flexibility and financial assurance. Maximizing and protecting these principles are at the core of our philosophy.

Investment Management

Each family comes to us with wealth that has been hard earned and we understand our role with your family: preserve your wealth and grow it responsibly. Starboard’s investment management process is based on a single premise that we provide our families with our best thinking from some of the brightest minds we know.

Family Office Services

Families with significant wealth will contemplate, design, build and maintain a family office to coordinate all aspects of the family’s wealth planning.

Wherever your family is in this process, Starboard’s team has nearly 50 years of family office experience reviewing and designing best practices to ensure a family office that can serve, grow, and adjust with the family over multiple generations.

Education & Family Governance

Starboard helps families tackle the difficult discussions around financial literacy, education, and family governance. We want to ensure that your family’s wealth has a positive impact now and for future generations. At the core of our family office philosophy is the belief that knowledge and trust expand when people come together to discuss the family’s complex generational wealth management.

Charitable Services

A family’s commitment to philanthropy is not just a sign of financial success, but an outcome of family values driven through a family’s business or investment strategy of multiple years. Starboard is committed to making your philanthropic endeavors more effective, efficient, and personally fulfilling. Drawing on our deep resources and experience in philanthropy, we work with families to design, implement and evaluate your comprehensive philanthropic plan.

Trust Services

Passing wealth along to future generations entangles our families in difficult choices to ensure financial stability as well the family values which define intent. Very often as a result of our long-term relationships with families, we are asked to serve as personal trustee and/or assist with the stewardship of their trust related assets while serving as a sounding board for both grantors and beneficiaries.