About Us
Building Legacies and Sustaining Multi-Generational Wealth
Spartan Risk Solutions (SRS) was founded on a simple premise: families of wealth face challenges that extend well beyond traditional wealth advice. They require an independent, experienced advocate attuned to every dimension of their lives. To meet that need, we built a focused team of seasoned and highly skilled professionals, offering the breadth of expertise families demand while remaining agile and unencumbered by the bureaucracy of larger institutions.
At SRS Private Office, we help families design and strengthen their family office—whether traditional, virtual, or somewhere in between. As pioneers of the “Fractional Single-Family Office,” we specialize in creating customized wealth and lifestyle solutions that provide families the benefits of a dedicated office without the overhead. We will deliver a dedicated, legally structured, family office built around each family’s specific needs, not a pre-built platform.
Our role goes beyond development. We provide trusted wealth governance and oversight, while also curating a global network of partners across wealth management, lifestyle, healthcare, and security. Every solution is tailored to each family’s unique needs.
Our team brings together experience in tax, trust management, investment management, law, consulting, banking, technology, and program management, ensuring the right expertise is always at the table. The result: a family office model built around you, not the other way around.
“SRS isn’t just a service provider; they are a true extension of our family. Their team has been instrumental in structuring and overseeing every aspect of our wealth and lifestyle management. Whether it’s financial oversight, family office development, or handling the unexpected, their unwavering commitment gives us confidence that our legacy is in the right hands.
– SRS Family Client
Collaborating With Your Existing Advisors
We specialize in tailored family offices and wealth advocacy for families with substantial assets. Recognizing the multifaceted nature of our clients’ financial lives, we collaborate with trusted professionals including attorneys, CPAs, real estate advisors, family CFOs, trusted advisors, advisory boards and bankers. This ensures each financial aspect is addressed with top-tier expertise.
Our partnerships are flexible and client centric. Whether working with you on complex issues or managing specific aspects independently, we’re committed to complementing your role and upholding client trust. Our shared goal is to serve clients’ best interests with cohesive strategies. By fostering open communication and mutual respect, we aim to enhance the client experience and deliver well-rounded, effective solutions.
“We frequently collaborate with a network of trusted professionals; including attorneys, CPAs, real estate advisors, entertainment managers, family CFOs and venture capital bankers. “