Financial Planning, Risk & Asset Management

Every family is unique with different backgrounds, values and passions. At Still Waters Family Office, we provide a custom framework of family office investment services for your family – tailored to your specific needs, objectives and circumstances. We apply a collaborative team approach in everything we do. Our team will walk alongside your family and listen intently so that we can clearly identify your overall financial situation, assess the long term objectives for your wealth and implement an investment policy statement that will provide a clear roadmap for investment selection, execution, direction and monitoring.

We are independently owned and operated so that we can provide cost-effective and transparent decisions for your family, without shareholders or a back office headquartered somewhere else making decisions. We are fiduciaries and stewards of your family wealth and financial success. We believe each client relationship is a vote of trust, and we work hard to earn yours every day. 

Financial Planning, Risk & Asset Management Services

  • Family Financial Goal Consulting and Coordinating
  • Individual and Family Financial Plan Preparation
  • Budget Preparation and Analysis
  • Retirement Planning
  • Education Funding Planning
  • Risk Tolerance Consulting
  • Investment Selection and Management
  • Cash Flow Planning
  • Financing & Debt Analysis
  • Credit Monitoring
  • Robust, Comprehensive Reporting
  • Performance Benchmarking and Analysis
  • Administration of Alternative Investments
  • Financial Literacy Education
  • Property & Casualty Insurance Oversight
  • Life, Disability and Long-Term Care Insurance Oversight
  • Health Insurance Oversight
  • Personal, Rental and Commercial* Real Estate Management and Administration
  • Property Security*
  • Fine Art Consulting*
  • Aircraft & Yacht Management and Administration*
  • Asset Valuations*
  • Risk Analysis & Management
  • Insurance Planning

*Vendor/Partner services. Additional fees may apply