We help you manage all aspects of your family office, offering a single source to answer the question, “What’s next?” We take a holistic and family-focused approach and measure our success on whether we are able to make our clients’ lives better.
Financial Life Planning
The families we serve all have one invaluable asset in common: Time.
Starboard’s financial planning principles are centered around that central 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.
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Investment Management
Each family comes to us with wealth that has been hard earned and we understand our role with your family: Preserve your family’s 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 what we believe are some of the brightest minds we know.
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Family Office Services
Families with significant wealth will contemplate, design, build and maintain a family office to coordinate all of the family’s wealth planning, investment management, governance & education, and lifestyle needs.
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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 expands when people come together, discuss the family’s wealth, and build trust with each other when addressing complex wealth and generational management.
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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.
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Trust Services
Passing wealth along to future generations entangles our families with difficult choices to ensure financial stability and, more importantly, 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.
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