“Sterling coordinated our sale with our attorneys and wealth manager so seamlessly that the tax outcome was better than any of us had modelled. Discreet, precise, unflappable.”
Founder, technology company
Post-liquidity client since 2019
Services
Family Office Services
Consolidated reporting, bill pay, entity administration and a single point of contact for the family.
What's included
Family Office Services, handled end to end
- Consolidated net-worth reporting
- Entity and partnership accounting
- Bill pay and cash management
- Advisor coordination
- Next-generation financial education
How it works
A clear, predictable process
- 01
Private consultation
A confidential conversation with a partner about your situation and objectives.
- 02
Comprehensive review
We study prior returns, entities and plans, then present findings and opportunities.
- 03
Engagement & plan
A fixed annual retainer and a written planning calendar for the year ahead.
- 04
Continuous stewardship
Quarterly projections, coordinated advice and a partner who knows your name.
Client stories
What clients say
Let's talk about family office services
Book a no-obligation consultation and get a clear plan for your situation.
Office hours: Mon – Fri · 9:00 AM – 6:00 PM