As The Open Family Office, we are structured to objectively build portfolios that meet our clients’ needs and that don’t look like the cookie-cutter portfolios you’ll find elsewhere.
We are “open architecture”, which means that we try to find the most compelling investments from outside investment managers. We have no proprietary mutual funds that we are trying to sell, and we have no incentives such as commissions to select certain investment products. That means you never need to worry about our motivations in choosing investment strategies. We work with you to build portfolios that work for you, using what we think is a common-sense approach. Finally, we serve only wealthy families, so we eagerly seek out private investments and other exclusive investment opportunities.