A Family Focused Approach
We provide comprehensive financial guidance that goes beyond traditional advisory services, taking the time to deeply understand each family’s unique financial landscape, personal aspirations, and long-term objectives. By integrating personalized strategies that address immediate financial needs and future life goals, we create tailored solutions that empower families to make informed decisions, build generational wealth, and secure their financial well-being. Our team members have deep experience in the administration, investment leadership, and direct management of Single Family Offices (SFOs).
Service Offerings
Best Practices
- Customizable reporting mechanisms for transparent oversight
- Regular updates on the performance of your portfolio and financial health
Wealth Planning
- Comprehensive review of assets and ownership structures
- Identify and align financial goals and objectives
- Ongoing coordination of estate, trust, philanthropic, tax and insurance analysis
- Experience with trust administration and oversight for wealth preservation and distribution
Governance & Education
- Develop multi-generational educational plans
- Explore board structure and construction of committees for long-term governance
- Ensuring your intent is properly aligned with family values and goals
Service Customization
Best Practices
- Understand what is working well for you today
- Identify areas that may need improvement
- Implement proven strategies backed by diligence and data analysis
- Tailor our scope of services plan to meet all of your needs
Wealth Planning
- Explore your priorities in the relationship you build with an advisory team
- Customize plans that aim to protect and grow wealth over time while aligning with your communication preferences
- Highlight our commitment as a trusted partner
- Experience with trust administration and oversight for wealth preservation and distribution
Governance & Education
- Establish governance structures through the design and implementation phases to enable effective decision-making policies
- Create a family constitution which documents values, mission, programs to align generations
- Discuss strategies to simplify your life and free up your valuable time
Our goal is simple. Give our clients our "best thinking" from what we believe are some of the brightest minds we know.
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…