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Family wealth managed
by a family office

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

$82Billion

Assets Under
Management/ Advisement

100+

Families &
Businesses

98% +

Retention
Rate