Private Family Office
We partner with you to design and run a private family office that fits your life — your assets, your goals, your legacy. Everything coordinated. Nothing overlooked.
For families with $5M–$50M in assets · No commitment required
Our approach
We don't sell packages. We build your family office from the ground up — the advisors you need, the structures that fit, the services that matter to your situation.
We match you with advisors based on your specific needs — not whoever is available. Your lead advisor coordinates everything.
Optron AI holds your entire financial context — every account, every entity, every deadline — and surfaces what matters when it matters.
Life changes — liquidity events, new family members, state moves, business exits. Your family office adapts in real time, not at the next annual review.
Traditional family offices cost $1M–$3M per year. Optron delivers the same capability — and more — from $25K annually.
How it works
We start with a deep discovery — your assets, your entities, your goals, your family. No template. No assumptions. We map your full financial picture before we recommend anything.
Your dedicated team — CFP, CPA, estate attorney, investment advisor — builds a coordinated family office structure tailored to your life. Strategies across every dimension, working together.
We manage your family office day-to-day. You get real-time visibility, proactive alerts, and a single point of contact — with AI that works alongside your advisors to catch what humans miss.
What we do
We don't manage one piece of your wealth. We manage the whole picture — with dedicated advisors, AI intelligence, and a structure built for your family.
Institutional-grade investment strategy across liquid, fixed income, real assets, private equity, and alternatives — calibrated to your risk profile and long-term goals.
Year-round tax optimization: loss harvesting, asset location, gifting strategies, and coordination across all your entities — not just at tax season.
Dynamic allocation across asset classes, geographies, and structures. Rebalanced proactively as markets, tax laws, and your life circumstances evolve.
From primary residences to co-investments, rental portfolios, and commercial holdings — structured for tax efficiency, estate transfer, and wealth generation.
Estate documents, trust structures, FLPs, SLATs, and ILITs — built and reviewed by licensed attorneys, coordinated with your tax and investment strategy.
Full visibility and control across household cash flows, lifestyle expenses, entity payments, and multi-account consolidation — organized in one place.
Donor Advised Funds, Charitable Remainder Trusts, family foundations, and giving strategies that align your values with meaningful tax efficiency and lasting impact.
Every service is coordinated across your advisors, entities, and accounts. No more siloed conversations. No more missed connections.
Start your family officeA higher standard
Most wealth is managed in pieces — an advisor here, an accountant there, an attorney somewhere else. Optron brings every piece together under one roof, with dedicated advisors and AI intelligence coordinating it all. Nothing siloed. Nothing missed.
Begin
Tell us about your goals. We'll map a family office structure built for your family — and introduce you to the advisors who will run it.
No commitment · Personalized assessment in under 10 minutes
Matched with a human advisor