Families & Individuals


Socius Family Office is your comprehensive investment advisory, delivering data-driven results so you can achieve your financial goals.

Socius Family Office provides personalized investment planning that is designed to help you achieve your investment goals. Your partnership with Socius will include a dedicated team of advisors and access to our proprietary portfolio of investment solutions. Your investment plan will be custom-tailored based upon your unique financial metrics, and skillfully targeted to achieve the financial goals that are right for you and your family.
Our seasoned investment managers have the experience and knowledge to build an investment plan that gets results. We maintain relationships that provide our clients with access and reduced fees to strategies across all asset classes. Partnering with Socius Family Office gives you priority access to an array of unique investment opportunities and lifestyle advisory services suited to the complex needs of high and ultra-high net worth individuals and families.

Socius has successfully developed and seamlessly integrated a comprehensive range of unique and specialized investment opportunities, as well as lifestyle advisory services, specifically tailored to meet the intricate requirements of high and ultra-high net worth individuals, families, and institutional clients.

With a deep understanding of your complex needs, Socius offers differentiated and esoteric investment options that go beyond traditional offerings. This holistic approach ensures that you have access to a diverse array of investment strategies and personalized lifestyle guidance, empowering you to navigate the complexities of wealth management with confidence and expertise.

RELATED Services

Related Insights

IPOs: Profiles Are High. What About Returns?

Initial public offerings (IPOs) often attract initial public interest—especially when familiar brands become broadly available to investors for the first time.

Read More

Timing Isn’t Everything

Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbecues or other social gatherings.

Read More

The Randomness of Global Equity Returns

Investment opportunities exist all around the globe.

Read More


GET STARTED WITH Advisory FOR Families & Individuals

Speak to Socius Family Office today.