Family Office Solutions

The term “family office” means different things to different people.

We are committed to listening to the unique needs of our family office partners to help in any and all capacities.

We have worked with family offices in a variety of capacities since our founding, and we hear the same sentiment over and over again: “If you have seen one family office, you have seen one family office.” Because the needs and goals of each family are unique, we have found that the most effective way to serve large and complex families is to partner with—rather than replace—family office teams already in place. We think that our ability to deliver broad and deep resources in a completely customized way has resonated with the families with whom we work. Despite the pressure we face to define a specific family office business, we remain committed to developing personal, long-term and partnership-based relationships. We believe that resisting the urge to standardize is in keeping with our client-first philosophy and drives the performance and creative problem-solving needed in the pursuit of a family’s long-term goals.

Role of Strategic Advisory

  • The firm’s strategic advisory group is positioned well to assess when a client, or a potential client, needs family office services. This grows from, and is a function of, the intimate relationship that develops among specific clients and their strategic advisory team, and where strategic advisors identify creative solutions to organize our clients’ complex financial and personal lives.
  • The strategic advisors direct and leading roles in the firm’s most complex client relationships also allow them to identify other client relationships throughout the firm where family office needs may be appropriate.

How We Can Help

We “package” our portfolio management, client service and strategic advisory offerings as a bespoke family office, which is tailored to the family needs. The colleagues who are tasked to the particular client then comprise the “family office". This offers the gravitas of a family office without unnecessary infrastructure beyond what we currently provide clients.

  1. Fiduciary Services

    • Trust & Estate: Advisory, Administration

    • Income, Tax & Cash Flow Planning

    • Retirement

  2. Specialized Planning

    • Lending

    • Personal Risk & Insurance

    • Executive Compensation

    • Art & Collectibles

  3. Investment Solutions

    • Asset Allocation

    • Open Architecture

    • Manager Research

    • Equity, Fixed Income & Alternative Investments

  4. Generational Advisory

    • Education

    • Business & Family Succession

    • Planning for Life Events

    • Coaching

  5. Information Management

    • Comprehensive Reporting: Transactions, Asset, Charitable Giving

    • Document & Data Storage

Our Clients Are Our Partners

Brown Advisory is distinguished by the quality of its client service personnel. We view our clients as partners. Our dedicated client service team remains committed to forging lasting relationships based on integrity, trust and service.

Putting Clients First

This principle pervades everything we do, not only because it is good for business, but also because we truly care about our clients. We feel privileged to work with them, as they do impressive work: raising successful families, building leading businesses, guiding important nonprofits, overseeing pensions that help people retire well and otherwise making a difference in the world. We take personal satisfaction in helping our clients succeed. That is Brown Advisory in a nutshell.

Start a Conversation

Please fill out the form for general inquiries, more information on our investment services or if you would like someone from Brown Advisory to contact you directly. We will be in touch within 24 business hours. If you are an existing Brown Advisory client, please login to TouchPoint and reach out to your client team.