Services and Expertise That Evolve with You

Wealthspire Family Office brings together the expertise, continuity, and coordinated strategies to meet the needs of the most sophisticated families.

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Simplifying the Complexities of Generational Wealth

The more interconnected your financial life becomes, the harder it is to manage with separate advisors working in silos. Wealthspire Family Office is designed specifically for families who benefit from the depth and integration traditionally associated with a dedicated family office, delivered through a single, trusted relationship that evolves with your family over time.

We start with a conversation: where your family is today, what your current needs are, and what additional support will serve you in the future. From there, we build a coordinated approach that draws on our investment and wealth strategy teams, as well as access to carefully curated strategic partners, as your needs grow.

300 +
families
~ $ 50 B
in family office assets*as of 6/30/2026
$ 130 M+
average relationship

NO CLIENT SHOULD EVER OUTGROW US.

“As families evolve, so does the complexity of their financial lives. We bring together the expertise and resources to help them navigate it with confidence, today and across generations.”

Chad-Tischer

— Chad Tischer, Managing Director, Head of Family Office

One Relationship for Every Dimension of Your Financial Life

Your advisory team serves as your family's central point of contact, functioning as a COO across your full financial life, coordinating multiple providers and outside partners so nothing falls through the cracks.

Two professionals talking as they walk outside an office building.

Investment Strategy & Portfolio Management

Portfolio strategy built around your family's long-term goals, time horizon, and risk tolerance, with full integration across generations.

Family Legacy Planning and Education

We help families build the frameworks, governance structures, and education strategies to preserve and grow wealth across generations.

Philanthropy

Strategic charitable giving through donor-advised funds, private foundations, charitable trusts, and other vehicles, tied to your values and your tax position.

Trust Services

In partnership with Wealthspire Trust, our team coordinates across trust structures, trustees, and legal advisors to ensure your estate plan is current, aligned, and working as intended.

Wealth and Tax Planning

Proactive planning across income, estate, and gift taxes, coordinated with your existing advisors to minimize your overall burden and preserve wealth.

Financial and Lifestyle Consulting

Comprehensive financial administration and lifestyle consulting, from bill pay and cash flow oversight to concierge services.

Rising Gen

We prepare the next generation to steward family wealth and legacy through educational sessions, direct advisor coaching, and family conversations that build understanding around the "why" behind the wealth. Learn more

Institutional Depth

INVESTMENTS

Institutional research and portfolio capabilities

WEALTH STRATEGY

Estate, tax, philanthropy, governance

TRUST

Integrated fiduciary capabilities

FAMILY OFFICE ADMINISTRATION

accounting/reporting/lifestyle

STRATEGIC PARTNERS

legal, tax, lending, insurance, specialty needs

INVESTMENTS

Institutional research and portfolio capabilities

WEALTH STRATEGY

Estate, tax, philanthropy, governance

TRUST

Integrated fiduciary capabilities

FAMILY OFFICE ADMINISTRATION

accounting/reporting/lifestyle

STRATEGIC PARTNERS

legal, tax, lending, insurance, specialty needs

INVESTMENTS

Institutional research and portfolio capabilities

WEALTH STRATEGY

Estate, tax, philanthropy, governance

TRUST

Integrated fiduciary capabilities

FAMILY OFFICE ADMINISTRATION

accounting/reporting/lifestyle

STRATEGIC PARTNERS

legal, tax, lending, insurance, specialty needs

Why Wealthspire for Family Office Wealth Management

One relationship. The whole picture.

A dedicated team takes responsibility for understanding the full complexity of your financial life, bringing the right expertise together and helping ensure nothing gets lost between advisors, entities, or generations.

Sophisticated resources, delivered personally.

Access deep investment, planning, tax coordination, estate planning, and specialized capabilities without sacrificing the personal attention and responsiveness you expect from a family office.

Built to navigate complexity.

From business interests, trusts, and private investments to concentrated positions, multiple entities, philanthropy, and multigenerational planning, we bring clarity and coordination to the decisions that matter.

Designed to evolve with your family.

Your needs will change. Your family will change. We are built to evolve alongside you, continually expanding the expertise and capabilities around your family while helping create continuity across generations.

Blue flowering trees beside a tall architectural form

Complex Wealth Deserves Coordinated Advice

Our advisors bring decades of sophisticated expertise managing the financial complexities of individuals and families across generations. Let’s discuss your family's needs and goals, and connect you with the right advisor.

SCHEDULE A CONSULTATION ▸

Frequently Asked Questions

Standard wealth management typically centers on investments and financial planning. Wealthspire Family Office goes beyond to coordinate tax optimization, estate planning, philanthropy, family governance, trust services, and administrative support across the full complexity of your family's financial life, through one integrated relationship.

A single-family office is built to serve one family exclusively, with dedicated staff and infrastructure supporting that family alone. Wealthspire Family Office operates on a multi-family office model, meaning you get the same depth of integrated service, investments, tax and estate planning, philanthropy, governance, and administrative support without the complexity of building and staffing a dedicated office for your family alone.

Wealthspire Family Office is designed for families with significant financial complexity; the right entry point varies. We encourage you to reach out directly so we can understand your situation and determine the best fit.

Yes. Your advisory team serves as the central coordinator across your full network to help ensure your estate attorney, CPA, trustees, and other specialists are aligned and working from the same plan.

Yes. We have decades of experience helping families navigate business sales, equity events, and other liquidity scenarios, including tax planning, reinvestment strategy, estate structuring, and the planning that should happen well before a transaction closes.

Preparing the next generation to steward wealth is one of the most important parts of a long-term family plan. We provide both the strategic framework and the education through family meetings, governance structures, and direct engagement with rising family members to support that transition thoughtfully.

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