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
FIND YOUR CLARITY
Clearstead is structured to put client’s interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to its clients.
Clearstead is an institutional investment consulting and private wealth management firm. We are relentless in providing financial solutions so clients can exceed their aspirations and build legacies for their families, organizations, communities, and themselves.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114