Family Office Services

Your family’s command center for complex wealth.

The SJS Multi-Family Office acts as your centralized “command center,” collaborating with your existing professionals to align estate, tax, accounting, legal, and investment strategies around your family’s goals. By streamlining communication and decision making, we strive to simplify your life so you can focus on what matters most, like spending time with loved ones, growing your legacy, and pursuing your passions. With offices in Northwest Ohio, Scottsdale, and Chicago, SJS can be there when your family needs support most. You can have peace of mind knowing our team is here to ensure every piece of your wealth plan works in harmony.

What a Family Office Brings Together

A family office is defined less by any one service than by how the services connect. Investment management, tax planning, estate coordination, preparing the next generation: each is a discipline on its own, and many firms offer them. The difference is in managing them together, so the tax strategy reflects the estate plan, the investments reflect the family's goals, and every piece is reviewed as part of a whole rather than in isolation.

No two families arrive with the same needs. Some come to us primarily for investment management and consolidated reporting across their accounts and entities. Others want help preparing the next generation, coordinating a business transition, or forming a family foundation. We shape the work around what matters to your family, and we grow it as your needs change.

Chart of services

We are here to help you grow, protect, and preserve your family’s wealth.

One Point of Contact, One Clear View

It begins with understanding your family's full financial picture: not just the investments, but the entities, the trusts, the business interests, the goals, and the people involved. From there, one SJS advisor serves as your central point of contact, the person who knows the whole situation and coordinates everything around it, working alongside the attorney, CPA, and other professionals you already rely on rather than replacing them. You stop repeating yourself to five different people. You have one team that already knows.

That coordination is easier to live with when you can see it. Through consolidated reporting and the MySJS portal, your accounts, entities, and holdings are brought together in one place, so you have a clear view of where things stand instead of a drawer full of separate statements. When a decision needs to be made, everyone is working from the same picture.

Looking at the family's wealth as a whole also creates practical advantages. Accounts that were managed separately can often be simplified, and bringing the family's assets together can open the door to lower blended investment costs than each piece would carry on its own. It is one of the less obvious benefits of a family office: the whole is easier to manage, and often more efficient, than the sum of its parts.

  • If your financial life has grown to the point where several professionals are involved and no one is coordinating them, a family office is worth considering. The families we serve tend to share some mix of complexity: multiple accounts or entities, a business, trusts, real estate, or wealth that now spans more than one generation. If managing it has started to feel like a part-time job, that is usually the sign.

  • No. We work alongside your attorney, CPA, and other trusted advisors rather than replacing them. Our role is to coordinate, to make sure everyone is working from the same information and that the decisions in each area support the others. Good professionals tend to welcome that, because it makes their own work more effective.

  • Preparing heirs is as much about knowledge and values as it is about assets. We help families bring the next generation into the conversation at the right pace, building their understanding of the wealth, the responsibilities that come with it, and the intentions behind it, so an inheritance becomes something they are ready for rather than something that simply arrives.

  • Yes, and that balance is part of the point. A good plan is not about denying yourself now to provide for later. It is about having enough clarity on the future that you can enjoy the present without second-guessing it. When the long-term picture is handled well, the day to day gets lighter.

  • Often, yes. When a family's assets are spread across separate relationships, each is typically priced on its own. Bringing them together can qualify the family for lower blended investment costs and simplify the administration at the same time. It is worth reviewing, and we are glad to take a look.

One team for everything your family has built.

Every family's situation is different, so the best place to start is a conversation. Contact us to schedule a complimentary discovery meeting, and we'll talk through where your family stands today and how a family office could help.

Call (800) 434-4406, fill out the form below or visit our Contact page for more information.