Family Wealth Managed
by a Family Office

Creating
Relationships
Measured in
Decades

Creating
Relationships
Measured in
Decades

Financial Planning

Solving Complex Issues Created by Wealth

Portfolio Construction

Personalized, Agile and Evidence-based

Tax & Estate Planning

Investing for efficacy and legacy

Partner Coordination

Collaborating with your CPA and attorney

Creating Relationships
Measured in Decades

Stokes Family Office is a wealth management practice servicing the needs of high net worth families and institutions for more than 35 years. We understand the complexities created by significant wealth. As a fiduciary, we're here to serve, not to sell.

35+

Years in
Business

*including predecessor firm

$3Billion+

Assets Under
Management /
Advisement

100+

Families &
Businesses

Local Roots, Nationally-Recognized Expertise