Helping You Achieve Your Unique Vision for the Future

Understanding Your Needs

Significant wealth creates unique opportunities and challenges. Many families choose to employ the services of a family office because the demands of managing their complex wealth have become overwhelming or because their needs for support are greater than what an average advisor can provide.

Your family may benefit from the services of a family office if:

  • Routine decisions have become too complicated and too time consuming
  • Accumulated wealth extends beyond a single generation
  • You want to take a more strategic, long-term approach to managing your wealth

Learn how Commerce Family Office can help you achieve peace of mind and confidence in your family’s future.

Our Approach

Personalized Services for Every Family

At Commerce Family Office, we know the needs of each family are unique — that’s why an experienced, senior family advisor will work with you to customize a full range of services based on your circumstances.

Defining and Sharing Your Family’s Values

Your senior family advisor will work alongside you, and younger generation family members, to define goals and nurture a lasting legacy.

Learn More

Protecting Your Family’s Future

Your senior family advisor will help prepare you for potential risks to your family’s wealth, while using innovative solutions to turn those risks into opportunities.

Learn More

Advising on a Long-term Investment Plan

Commerce will provide objective advice and help you develop a coordinated strategy for managing diverse family investments, based on your goals and tolerance for risk.

Learn More

Managing Administrative Burdens

Your senior family advisor will carefully manage daily financial and administrative affairs you wish to delegate, freeing you up to attend to other important matters.

Learn More

Defining and Sharing Your Family’s Values

Your senior family advisor will work alongside you, and younger generation family members, to define goals and nurture a lasting legacy.

Learn More

Protecting Your Family’s Future

Your senior family advisor will help prepare you for potential risks to your family’s wealth, while using innovative solutions to turn those risks into opportunities.

Learn More

Advising on a Long-term Investment Plan

Commerce will provide objective advice and help you develop a coordinated strategy for managing diverse family investments, based on your goals and tolerance for risk.

Learn More

Managing Administrative Burdens

Your senior family advisor will carefully manage daily financial and administrative affairs you wish to delegate, freeing you up to attend to other important matters.

Learn More

How can we help you?

For more information on the services we provide and our unique approach to managing your financial needs, reach out at your convenience.

Contact Us