Wealth is the ability to fully experience life.”

Henry David Thoreau

Family Office Benefits

The concept of a Family Office is not new to select affluent families in the US who have established private organizations dedicated to managing and preserving their family's wealth since the 1800’s. A Family Office is the best-in-class structure set up to manage and preserve a family’s wealth.

Why work with Keystone

Keystone provides Family Office services for affluent families and Family Offices. These services typically include investment management, family education and governance, trust and estate, tax, asset protection, and advice on best practices for wealthy families. We also help families evaluate and establish their own Family Office.