A Multi-Family Office for Owners & Founders
At Riverstone Advisors, we provide streamlined Multi-Family Office services for business owners, tech founders and executives, simplifying equity, tax, estate, and investment management with clarity and confidence.
For ultra-high-net-worth families with $10M+ in assets, Riverstone provides a streamlined Multi-Family Office service designed to simplify and elevate your financial life.
Our Multi-Family Office Model
At Riverstone, we get that managing your family’s finances can feel like a full-time job. That’s why we act as the quarterback for all aspects of your financial life, so you can stay focused on what matters most. Our cost-effective multi-family office model ensures your goals for your wealth and heirs are expertly handled.
This service is perfect for entrepreneurs, business owners, founders, executive-level officers, and ultra-high-net-worth families, particularly those in their first or second generation of wealth.
Our approach keeps family office expenses low for families with simpler structures while tailoring fees and services to match your unique needs. We provide you with the right support, exactly when and how you need it.
We do Our Best Work With...
We partner with business owners, tech professionals and executives who are serious about building lasting wealth, optimizing their finances, and creating a meaningful legacy.
Entrepreneurs and Business Owners
First and Second Generation Ultra High Net Worth Families
Executive Level Officers and Professionals
Established Ultra High Net Worth families
Family Office Services Designed For You
We provide personalized family office solutions that fit your unique needs as an entrepreneur or tech-industry professional, helping you manage wealth, protect assets, and plan for the future—your way.
Estate & Wealth Planning
We'll create an estate plan that fits your goals. Plus, we make sure it’s smart about taxes and helps your assets get passed on smoothly to the next generation.
Family Guidance
We help pass your goals to younger generations and teach beneficiaries how to manage capital wisely while keeping assets strong for the future.
Liquidity Planning
We team up with business owners to make exiting their company easier. We handle tax and strategy before and after, so you can focus on your business and family.
Philanthropic Planning
We guide you on Donor Advised Funds, Foundations, & Charitable Trusts to support the causes you care about. Plus, we help make charitable gifts for you.
Money Movement Services
We help manage money transfers for you and the vendors you work with.
Private Real Estate
We help clients set up rentals on their real estate to create passive income and diversify their portfolios.
Public/Private Investments
We focus on finding the right investments for you—not just the popular ones. With expertise in public and private markets, we align your portfolio with your goals.
