Multi-Family
Office

Coordinated wealth, built across generations.

Our multi-family office service is designed for families who need more than investment advice.

Our multi-family office service is designed for families who need more than investment advice. We coordinate existing advisers – your accountants, lawyers, CFOs, and other specialists – to create a more connected, consistent approach to family decision-making.

Our services include advisory board participation, multi-generational succession planning, oversight of complex family matters, and support for bespoke investments. For families pursuing private or self-directed opportunities, we provide tailored research, along with advice and execution support. Stellan family-clients benefit from access to unique opportunities and institutional-like purchasing power through Stellan’s IMA, leveraging our scale, relationships, and selectivity.

We also assist in formalising Investment Policy Statements, establishing a practical, long-term framework to guide decisions across generations and help support more structured, effective, and impactful advisory boards.

Discover IMA

For families we serve at Stellan, an Individually Managed Account (IMA) is an efficient way to hold investments and a more that matter in real time.

Stellan’s IMA service allows clients to appoint us as their private portfolio manager, with authority to manage assets in real time within a clearly agreed mandate.

This allows the portfolio to remain genuinely bespoke allowing Stellan to shape our service around client goals, structures, liquidity needs, and preferences.

Blended with our (wide) buying power this is a powerful combination. The broad purchasing power at Stellan improves investment access, speeds implementation, and drives efficiency in ways that can be difficult to replicate on a standalone basis.

Stellan’s IMA allows for more tax aware implementation, including greater control over transaction timing, realised gains, tax losses, and the way capital is managed at the security level.

Over the years we’ve learned our clients are often time poor, managing multiple entities, and prefer not to be drawn into the operational burden of implementing each investment decision themselves. Stellan’s IMA creates a cleaner way to manage capital across different asset classes, strategies, and time horizons, while keeping the portfolio aligned to the family’s broader objectives.

An IMA for our clients leads to a better experience: less administration, more timely decisions, and a portfolio that remains individually aligned to their unique objectives.

portfolio should do more than simply seek returns. It should reflect liquidity needs, volatility tolerance, time horizon, and the realities of an increasingly interconnected world. For clients, these three rules provide a more resilient foundation for preserving capital, compounding wealth, and helping clients stay aligned to their objectives through different market environments.