Stokes Family Office is an independent, multi-family office providing bespoke wealth management and advisory services. With a history tracing back to the late 1800s, the firm is built on the principle of providing objective, long-term financial stewardship. It functions as a personal CFO for affluent families, offering a comprehensive suite of services that includes investment management, advanced wealth planning, and family office services to help clients preserve their financial legacy across generations.

Founded in

United States