Solamere Advisors

A Multi-Family Office Firm Providing Clients With

        Extraordinary Services

                Custom Solutions, and

                        Institutional Resources
 

Solamere Advisors is a multi family office services firm that offers our client families exceptional advice and guidance for managing the specialized situations encountered with high net worth.  Our comprehensive approach is designed to provide sophisticated and objective solutions matched to the unique requirements of each family.  In doing so, we maintain a commitment to confidentiality and an active advocacy that is an improvement beyond the more typical model of a passive advisor.

Solamere Advisors was formed with the benefit of decades of the in-depth, diverse experience of our founders in the areas of wealth management, investing, estate transition planning, charitable planning, fiduciary services, private banking, trust, and taxation.  This working knowledge gained by our founders shares the common thread of service to high net worth individuals, their families and the entities that they control.

Our experience revealed a need for advice free from conflicts or limitations, and capable of being provided in complete alignment with the interests of the families that we serve.   We achieve this with an emphasis upon continuity in order to balance the complex needs of today with a clear plan for the future.