Stonegate Global Private Family Office provides bespoke family office services to select exclusive clients. With our global footprint, Stonegate Family Office Services provides ultra-wealthy families access to various jurisdictions and financial centres. Stonegate Family Office Services include:
• Offshore asset protection trust advisory, structuring and administration
• Family limited partnership (FLP) structuring and administration
• Global investment accounting and reporting
• Data aggregation and consolidated reporting
• Online portal access to reports
• Client information management
• Currency exchange relationships
• Investment management
• Outsourced CIO and portfolio management
• Asset allocation plan development
• Investment policy development
• Access to sophisticated global tax counsel
• International private banking and custody relationships in multiple jurisdictions

Fund Formation  Fund Administration  Prime Brokerage  Hedge Fund In-a-box