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.
Years in Business
“For more than 30 years, I have trusted Stokes Family Office with my investments, and they have exceeded expectations. Their expertise, planning, service, and attentiveness are unmatched in my view. I see them as more than an advisor, but a crucial partner in my financial journey.”
"Stokes Family Office has guided me and my family throughout my playing career. Their expertise on managing my investments, establishing savings objectives, and planning for my family's future has been incredible. I see them as a crucial partner for decades to come."
"Zichichi Family Vineyard is family-owned business just like Stokes Family Office.
Our families have been partners for over 30 years, and we share the vision of a
multi-generational time horizon around financial planning and investment
strategies. Each of our businesses are structured to continue to the next
generation with our shared philosophies. I couldn’t think of a better partnership."
I started working with Stokes Family Office while I was a physician at Ochsner. The firm’s knowledge of Ochsner's benefits plan was highly valuable, and I would refer any Ochsner physician to the Stokes team for that reason alone. In addition to their knowledge of Ochsner’s physician benefits, the team has been incredibly collaborative with me regarding asset allocation and investment selection. Finally, the team has been a great resource in connecting me with amazing tax and estate planning advisors. Working with the Stokes team has made me and my team feel very secure in our financial future.