Family Office Model

Restoring Time & Confidence for Successful Executives

Why not live in an ideal world? At Spurstone, you can.

We are dedicated to preserving your wealth so you can make the most of your time. From taxes and estate planning, to retirement and concentrated position management, our team will provide the tools, technology, and talent to proactively address all your financial needs.

Unlike traditional “investment” firms where sales are the sole focus, a family office provides a comprehensive, tailored solution to the financial, investment, and intellectual assets of an individual or family. When you work with our team, you gain access to your own Personal Board of Directors from our vast network of vetted specialists in areas including executive compensation, portfolio, tax, risk and estate, litigation, and much more. These strategic partnerships and resources are integrated into our team atmosphere and managed for the total benefit of your family.

By replicating a traditional Family Office structure, Spurstone gives you access to a deep bench of uniquely executive specialized talent with rigorous cost-control measures in place. This enables our team to develop deeper and more lasting relationships, provide a more holistic scope of advice, and potentially reduce overall expense to you and your family. 

With time restored to your busy life, you’ll gain the added confidence that a team of specialist advisors and support staff are working together to help preserve your wealth.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.