A first of its kind consultancy specializing in building family offices while providing tailored wealth and lifestyle advisory solutions for complex, multigenerational families.

100%

Employee Owned

$28B

in Total Wealth Supervised

Qualifications

CFA, CIMA, CAIA, CTFA CPA, CFP, MST, J.D., LLM

25 Years

Average Advisor Family Office Experience

Established in 2014, SRS was founded to address a significant market need: affluent families required a dedicated partner capable of designing, building, staffing, and managing bespoke family offices from inception through execution. Our mandate also extends to enhancing existing offices to meet the evolving needs of successive generations. SRS operates in partnership with families’ existing advisors, providing complementary expertise rather than replacement

SRS Private Office has expertise across the following solution sets:
  • Outsourced Chief Investment Officer (OCIO)
  • Trust and Estate Development and Oversight
  • CFO Services
  • Bill Pay
  • Family Governance
  • K-1 Optimization
  • Philanthropic Planning
  • Entity, Trust, and Tax Reporting
  • Investment Performance & Analytics
  • Personal Concierge Services
  • Healthcare Advocacy (Including Elder Care and Mental Health)
  • Entity Tax and Legal Structuring
  • Global Emergency Response Services
  • Maritime Counsel & Logistics
  • Aviation Services
  • Wealth Coaching
  • Virtual Family Office Development
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