Family Offices

The solution for your family office.

Our platform and suite of financial products give GeoWealth the ability to serve high-net-worth families and create advanced and custom solutions for those who prefer to be more hands-on with their money. We are well-suited to handle the unique complexities a family office experiences.



Families have the ability to work with our portfolio managers

to create investment management solutions tailored exclusively for their family office


Unified Managed Household (UMH) platform

allows for an optimal, consolidated approach in accomplishing your financial goals, reducing number of accounts and transaction costs


Sophisticated rebalance engine

allows for seamless and efficient management of your household portfolios


Reports and performance monitoring

tailored to your specific needs


Support for “your own” back office

– account opening, service requests, etc.