An integrated view to managing generational wealth.
Family Office Services at St. Michael’s Financial Services are designed for individuals and families with significant wealth who seek a coordinated, professional, and confidential solution for managing their complex financial affairs.
What is a family office?
A family office provides holistic financial management for affluent families. It’s suitable for those with complex portfolios, intergenerational wealth, or a need for strategic coordination across assets, taxes, and legacy planning.
How is your family office service structured?
Our model is bespoke. We build around your family’s structure, goals, and values, offering both single-family and virtual family office solutions.
How do you ensure privacy and discretion?
Confidentiality is embedded in every aspect of our service, from data security to relationship management.
Why Families of Significant Wealth Turn to Us
Managing substantial wealth requires more than investment acumen — it demands coordination, governance, and a long-term view grounded in family values. At St. Michael’s, we take a holistic, client-centric approach to wealth stewardship. By aligning strategy with purpose and offering the discretion of a private office, we provide the stability and structure that enables families to thrive across generations — not just financially, but collectively.
An End-to-End, Multi-Disciplinary Framework
Discovery
& Insight
We begin with a comprehensive understanding of your family’s, ambitions, and concerns — shaping the foundation for all strategy.
Framework & Governance
Together, we define operating models, decision-making protocols, and tailored service layers — from investment to legacy and administration.
Implementation & Coordination
We deploy the agreed structure, acting as a central point of coordination across legal, tax, investment, and administrative matters.
Management
& Evolution
We send a copy of your plan with an actionable list of recommendations. We’ll implement and manage these, keeping you updated.
Client Stories That Inspire Confidence
We are proud of the positive impact we have on our clients’ financial lives. These experiences showcase our commitment to helping individuals and families achieve their financial goals with confidence and clarity.
“I’ve always been cautious with my investments, but the team at St. Michael’s helped me feel confident in the decisions we made. I’m seeing the results in my portfolio. I couldn’t be happier with the service they provide.”
