We create custom financial education tailored to each unique family member, recognizing that financial literacy is a powerful tool for generational success. Whether it’s helping a young adult understand investment basics, preparing teenage entrepreneurs for future wealth management, or supporting seasoned family members in complex estate planning, our education programs are meticulously crafted to meet each person’s specific learning style and financial goals. Our dedicated sessions are the cornerstone of our family governance strategy, providing comprehensive, interactive learning opportunities that can be delivered in-person or through virtual platforms.
Dedicated to The Families We Serve
We are committed fiduciaries and have built a firm that is dedicated solely to the families we serve. Starboard has eliminated or avoided the conflict of interests inherent with most financial service firms. Starboard is 100% focused on serving as trustee and advisor to families’ financial lives, often guiding multiple generations through the many decisions afforded by their hard-earned assets.
Our Services
Family Meetings
The Starboard team can assist with the planning of family meetings designed to inform current and future generations.
Dedicated Educational Sessions
The Starboard team can build curriculum tailored to each generation as frequently as needed to create a perpetual cycle of learning.
Core Topics
- Family values, mission, and shared goals
- Planning: Financial, tax & estate
- Risk tolerance and asset allocation
- Family succession
At the core of our family office philosophy is the belief that knowledge expands when people come together.
Resources & Insights
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Starboard Commentary, March 2025
An Update from Starboard Advisors In light of the recent market volatility, we thought it would be helpful to send…