Family Offices

Financial Reporting

Gain transparency, make informed decisions, and drive growth with accurate and timely financial data.

Socius Family Office is built to provide customized advice to help you achieve your goals. Your experience will include a dedicated team of advisors, access to a completely unconstrained universe of investment solutions and an execution system designed to reduce your expenses and taxes. Your portfolio will be tailored around your preferences, constraints and targets—purposefully built to give you the best chance at achieving your goals.

At Socius Family Office, we understand what really counts at the end of the day are net results – net of taxes and fees. We utilize our size and scale for the sole benefit of our clients. As a result of our size, we are able to provide access to investment managers that we believe are exceptional, and to negotiate reduced fees for strategies across asset classes. We are not so large, however, that we are constrained from delivering personalized advice to individual clients. We are large where it matters, small where it counts. Our in-house research, manager due diligence, market dashboards and exclusive solutions enable our team to provide you with result-driven advice.

We have established and seamlessly integrated a set of differentiated and esoteric investment opportunities and lifestyle advisory services suited to the complex needs of high and ultra-high net worth individuals and families.

Socius Family Office has an in-house investment research team, exclusively dedicated to our investment strategy, manager search and selection, and ongoing monitoring and due-diligence. In addition, our Chief Investment Office includes senior leadership and encompasses the Investment Committee and Investment Sub-Committees comprised of senior members of the research and advisor groups, as we believe that the integration brings a broad base of investment experience into the decision making and idea generation. The combination of this talent and depth of experience of Socius’ team members is another example of our firm’s innovation and sets Socius Family Office apart from other advisory firms.

Providing differentiated investment advisory services and capabilities tailored to meet the discerning needs of families and individuals is our specialty. We offer a wide range of services, from developing tailored investment strategies and portfolios to providing financial planning advice, to help our clients reach their financial goals. Our advisors are experienced in providing personalized service and advice to our clients, allowing them to make informed decisions and achieve financial success. With our extensive knowledge and experience in the financial markets, we can develop and implement a customized portfolio that is tailored to the individual needs and goals of each client. Our team of experts is committed to providing exceptional service and sound advice to help our clients reach their financial goals.

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