The Family Enterprise Office

Sustain your wealth for future generations

We provide comprehensive, integrated and multi-disciplinary financial services to high-net-worth family businesses. Our focus is to help our clients manage, build and sustain wealth for current and future generations, and leave a legacy for their family.

We achieve our clients’ goals by developing an effective governance model, creating a long-range strategic blueprint, which includes a documented succession plan, and providing objective and dispassionate advice on sensitive family issues.

With the Family Enterprise Office, it is no longer necessary to consult individually with one professional at a time. We integrate a wide range of financial and consultative services under one roof, because you need to understand the big picture to make smarter decisions. We refer to this as our Total Return ExperienceTM – the Family TRĒ.

What sets Stonegate apart is that we enjoy the frank, open discussions about our life plans and goals. When special situations arise concerning investment decisions, Rob and Mike have always been there to help us find the best solution. It is a great advantage to have a partner that ensures our continued financial success.

–Frank G.

I’ve been a client with Stonegate for 15 years. The results are continually delivered on forecast and the rationale behind the planning has been extremely helpful. They regularly set up meetings to keep us abreast of the market, involve us in interesting events and I’m confident they look out for our best interests.

-George B.

The Family TRĒ

We believe in a holistic approach to family wealth management.

Learn more about the Family Total Return Experience

Contact us to learn more about how we can help you.

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