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.

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

YOUR FUTURE IN FOCUS

At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.

Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

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

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