Innovative solutions for managing generational wealth

We provide progressive financial solutions to families and individuals of substantial wealth.

Our personalized approach combines technology with institutional capabilities to meet our clients’ complex financial needs, which can include:

  • Worldwide financial interests
  • Investment partnerships
  • Operating business(es)
  • Trust assets
  • Multiple residences
  • Charitable foundations

Families rely on Stem Capitial to implement sophisticated multiple-manager investment programs and provide consolidated reporting. We offer exposure to best practices employed by other successful families and family offices. This includes services such as:

  • Fiduciary and Trust
  • Global Asset Servicing
  • Investment Advisory and Performance Reporting