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GUIDING FAMILIES THROUGH
GENERATIONS OF PROSPERITY

LODESTONE FAMILY ADVISORS

Lodestone Family Advisors offers customized family office services to help UHNW families manage wealth, plan for the future, and navigate complex family dynamics with confidence.

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At Lodestone Family Advisors, we are dedicated to helping families preserve and grow their wealth through personalized Chief Investment Officer (CIO) services, comprehensive trust and estate planning, strategic family governance, and impactful philanthropy. With a commitment to your long-term vision, we provide expert guidance, a holistic approach, and unwavering support tailored to your unique needs.​

CIO SERVICES

We offer strategic CIO services to oversee the investment management process for your family’s portfolio. Our experts provide personalized investment strategies that align with your family’s financial objectives, risk tolerance, and values. With a focus on long-term wealth creation, we ensure your investments are managed with precision, discipline, and transparency.

TRUST & ESTATE PLANNING

Effective estate planning is crucial to preserving wealth and ensuring your wishes are honored. We work closely with your family’s legal and tax advisors to create tailored estate plans that minimize tax burdens, ensure asset protection, and preserve your family’s legacy across generations.

FAMILY GOVERNANCE

Strong family governance creates a foundation for open communication, shared decision-making, and a cohesive approach to wealth management. We help families develop governance structures that address both financial and interpersonal challenges, ensuring alignment of values, responsibilities, and objectives.

OUR APPROACH

At Lodestone Family Advisors, we take a holistic approach to wealth management that considers not only your financial goals but also your family’s unique values and aspirations. We focus on long-term relationships, understanding that the needs of your family evolve over time.

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We begin by listening—understanding your vision, your legacy, and the complexities your family faces. From there, we design integrated solutions across investment management, estate planning, governance, and philanthropy that are adaptable to changing circumstances.

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Whether you're preparing for a major transition, optimizing your investments, or ensuring that future generations are well-prepared to manage wealth responsibly, we stand by your side with expert guidance and support.

TRUSTED PARTNERS IN WEALTH & FAMILY LEGACY

Our mission is simple: to protect, grow, and transfer your wealth in a manner that is consistent with your family’s objectives. We serve as trusted advisors, offering a full spectrum of services to manage complexities across generations. Whether it’s protecting your legacy or navigating a changing financial landscape, we help you and your family make informed decisions that will endure for years to come.

EXPERIENCED TEAM

The Lodestone Family Advisors team has managed over $10 billion in AUM across asset classes, delivering best-in-class returns tailored to your family’s financial goals.

Through our exclusive partnership with Lodestone Global, we provide access to high-quality private equity and alternative investments. This unique access opens doors to opportunities not available to most investors.

PROPRIETARY DEALS

SOPHISTICATED TAX & ESTATE 

We offer sophisticated tax strategies and estate planning to preserve and transfer wealth efficiently.

Our expert team ensures your family’s legacy is protected and aligned with your goals.

Working Together

Start Your Journey to Secure Your Family’s Legacy

Let’s discuss how we can help you navigate the complexities of wealth management and family governance.

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