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.
Improve operational efficiency, manage fiduciary risk, and support plan sponsors.
Providing both 3(38) and 3(21) fiduciary coverage and streamlining investment selection and monitoring.
Identify and recommend cost efficiencies through investment and vendor management.
Provide group and 1-on-1 support for employees to improve engagement and retirement outcomes.
As a family business, we understand. That’s why here to support you in providing the best possible retirement plan for them.
We are:
- Structured Processes/Coordinated Documentation
- 3(38) & 3(21) Fiduciary Services
- Fee Benchmarking & Overall Cost Studies
- Provider Negotiations & Service Upgrades
- Group Plan Education
- One-on-One Assistance
- Holistic Financial Wellness Assessments
- Professionally Managed Model Portfolios
Managing Director, Institutional
New Orleans, LA
Associate Analyst
New Orleans, LA
Patrick brings to our team over 10 years of experience in the financial services industry. Previous to joining Stokes Family Office, Patrick worked for a New York-based institutional money manager and helped grow their firm substantially over his 9 years there.In addition to portfolio management, Patrick has extensive experience working with employer retirement plans and helped build his previous firms’ retirement plan offerings.Before his time in New York, Patrick obtained his Bachelors in Science from LSU’s E.J. Ourso College of Business.Born and raised in New Orleans, Patrick enjoys traveling and spending time with his wife Samantha and daughters, Sophie and Maggie.
In his role as an Associate Financial Analyst, Will works on financial planning, portfolio management, cash flow analysis, and investment analysis. Will graduated from Metairie Park Country Day and earned his Bachelor of Science from LSU’s E.J. Ourso College of Business. Outside of the office, Will enjoys spending time with friends and family, playing recreational sports, and watching Saints games.