Operose partners with single family offices, multi-family offices and high-net-worth individuals and families to focus on three key factors that lead to a successful investment program – attention, customization, partnership. We recognize that families and family offices have unique needs, objectives and expectations that require a distinct service model customized for you.

Operose provides solutions and advisory capabilities to high-net worth families. We help family offices and family members design a framework that includes:

  • Policy
  • Economy
  • Advisory
  • Governance
  • Education
  • Technology
  • Investments
  • Operations
                                                                     Learn more about our Outsourced Family Office Services below:
    Outsourced Family Office Services Brief