Structured support for multi‑generational wealth.
Family Office & Wealth Advisory
Stonefort helps families and family offices structure, govern and grow their wealth across jurisdictions. Our tailored approach focuses on clarity, discretion and ensuring long‑term continuity for future generations.
How We Support Families
Stonefort aligns family objectives, wealth governance, and long-term investment strategy into a cohesive framework.
Family Office Setup
Structuring single or multi-family offices with efficient operational frameworks.
Governance Frameworks
Designing robust decision-making structures to ensure long-term family continuity.
Investment Policy
Supporting principal objectives through asset allocation and manager selection support.
Succession Planning
Facilitating next-generation engagement and smooth generational asset transfers.
Liquidity Planning
Strategic support for liquidity events and pre-transaction family preparation.
Cross-Border Management
Seamless coordination with international legal and tax advisers across jurisdictions.
Our Advisory Approach
Stonefort works closely with principals and trusted advisers in a structured but flexible way. Our methodology ensures clarity of intent and precision in execution for complex family objectives.
01 / Understand
Listening & Contextualization
We begin with deep listening to understand the family landscape, values, and long-term intentions under strict discretion.
02 / Design
Structural Framework
Architecture of the governance and wealth structures tailored to cross-border requirements and multi-generational needs.
03 / Implement
Precision Execution
Coordinating with legal and tax experts to bring the designed framework into reality with meticulous attention to detail.
04 / Support
Continuity Management
Ongoing advisory to ensure structures evolve with family dynamics, focusing on long-term outcomes and continuity.
Who We Work With
We work with single and multi-family offices, family-owned businesses and private investors seeking institutional-grade governance.
First-Generation Entrepreneurs
Navigating the transition from business wealth to personal family office structures.
Multi-Generation Business Families
Professionalising governance to ensure long-term continuity across branches.
Family Offices Expanding Internationally
Guidance on cross-border coordination and jurisdictional structuring.
Families After a Liquidity Event
Structured support for defining new objectives after a significant exit.
Families Professionalising Governance
Implementing frameworks for decision-making and next-generation engagement.
Speak With Us in Confidence
We invite you to share your situation and professional objectives with our specialist team.
Your details will be handled with strict confidentiality.