Sound Stewardship

We provide a family office approach joining the management of your financial affairs to your family's integrity. 

Since 1992, we have made the effort to help protect the wealth of affluent families, entrepreneurs and non-profit organizations. We actively work with our clients existing or referred accounting, legal and investment management firms that compliment their principles.

 

Our Mission

Guide affluent families and businesses through life's successes and challenges with integrity, assisting families in governing their wealth through appropriate professional networks that add value to the bottom line.


A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty.
— Winston Churchill

What We do

  • Governance measures for centralizing the many objectives of personal, business and estate/trust planning
  • Educating families in sound stewardship
  • Monitoring portfolio managers and their investment policy statements
    • Audited regularly keeping each investment firm accountable to the client
    • Addresses cross over of strategies or excess exposure risk when using several investment firms
    • Ensures our clients are appropriately represented by each of the firms they have hired to manage assets