Family Office Administration

Customized. Comprehensive. Simplified. 

We strive to be your on-going financial partner and bring clarity to your unique situation. To serve you and your family’s needs, we can consolidate your financial administration, bookkeeping, reporting, trust and foundation management, and general accounting all in one place. These family office services are not outsourced; rather, they are supported by our experienced private wealth management team.

Streamlined Family Office Administration

WE SERVE AS A SINGLE, DEDICATED LIASION BETWEEN YOU AND YOUR PERSONAL AND ENTITY NEEDS

Our trust and foundation management services include administrative support, distribution and grant management, meeting facilitation, and tax organization and compliance.

Our administration services include bookkeeping, reconciliation, and reporting, tax organization and processing, payroll oversight, money movement and tracking, and bill pay services.

Our investment administrative services include global allocation and liquidity tracking, customized reporting, benchmarking and custom investment services, and subscription documents, capital calls, and distributions for private investments.

Steadfast Support for Your Family Wealth

Beyond ensuring your finances are coordinated in a consistent and continuous manner, we can facilitate family meetings and multigenerational planning and education. We focus on upholding your legacy so you can focus on your personal and family aspirations.

Clearsight

OUR COMPLEMENTARY ANALYSIS PROVIDES A FRESH LOOK AT YOUR FINANCES AND ACTIONABLE STEPS TO ACHIEVE YOUR OBJECTIVES

Find Your Clarity

We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

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CONTACT US

1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

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