Multi-Family Office

Your family’s command center for wealth management.

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.

Coordinated and integrated services through your trusted advisor.

Chart of services

  • We can provide the tools and resources necessary to help you achieve the lifestyle you desire. This begins by discussing and discovering your priorities and what you want to accomplish in life.

    • Business transitions

    • Retirement planning

    • Lifestyle planning

  • Rooted in MarketPlus® Investing, our process of investing and designing portfolios to help you achieve your financial goals, SJS is duty-bound to serve as a fiduciary, putting your interest first.

    • Asset allocation

    • Investment monitoring and rebalancing

    • Opportunity sourcing and due diligence

  • We seek to assist you in figuring out what legacy you want to leave. We can assist you and your other professionals to explore charitable opportunities, design a plan for giving, implement it, and evaluate the impact.

    • Foundation formation

    • Gifting strategies

    • Philanthropy guidance

  • We have the resources to help you review and collaborate with your trusted estate professionals to develop, update, and implement a comprehensive estate plan tailored to your needs.

    • Asset protection

    • Estate planning

  • We work with your accountants and professionals on beneficial tax strategies and simplification of your balance sheet.

    • Tax considerations

    • Report consolidation

    • Asset location

  • We know that family dynamics are ever changing and challenging at times. We help facilitate the necessary conversations, education, and decisions with the goal to instill confidence that all members of your family can protect and preserve their wealth.

    • Multi-generational planning

    • Children education and engagement

  • Through regular conversations and evaluation, we help you effectively identify and manage risks or gaps in your situation.

    • Coverage considerations for life insurance, annuities, disability insurance, and long-term care insurance

    • Risk evaluation and improvement

  • We help provide solutions to make your life simpler. What matters to you matters to us. No issue is too big or too small; we will work with third-party providers as needed to find a solution.

    • Bill pay

    • Real estate management

    • Private aviation consulting

    • Fine art/collectible valuations

    • Household staffing and administration

    • Healthcare advocacy and advice

Common Questions

  • Does my family need multi-family office services?

  • How do I preserve and protect my family’s wealth?

  • How do I know if my family has the right plan in place to prepare future generations?

  • How can my family prepare for the future and still enjoy life today?

  • Is my family paying too much in investment management fees? Could we save by combining family assets?

  • How can multi-family office services make life more enjoyable and fulfilling for my family?

How We Help

  • Our services are tailored for families who:

    • Manage complex, multi-generational wealth and need seamless coordination across disciplines

    • Value a client-first culture that blends small-town integrity with major money-center expertise

    • Rely on a disciplined, proprietary investment process—MarketPlus® Investing—that marries academic rigor with real-world experience

    • Seek a team of Chartered Financial Analysts (CFAs) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals dedicated to continuous, proactive advice

    • Appreciate regular, scheduled touchpoints—and the confidence to reach out whenever new financial decisions arise

    • Have a minimum investable-asset threshold of $10 million

    • Create a legacy plan to enhance your family’s lives today and for future generations

    • Build a cash flow strategy that reflects your family’s income sources and expenses, as well as incorporates lifestyle goals

    • Coordinate complex estate, tax, accounting, and legal strategies

  • With decades of experience as a wealth management firm, our mission is to help you build family harmony through simplification. We start with discovering your family’s goals and concerns. We then strive to develop strategies to help keep you moving in the right direction and to preserve your family’s legacy for future generations.

  • We provide a secure and personal MySJS online portal with 24/7 access for tracking goals, account balances, investment progress, financial statements, and tax documents.

  • We are a fee-based investment advisor. We monitor and disclose any fees to you.

    We charge a fee based on assets under management that is paid directly by you, our client. Your investment management fee is calculated as a percentage of the market value of all assets in your account(s) on the last day of trading of each calendar quarter. 

    For unique investment practices, special reporting requirements or extraordinary advisory services, special fees will be negotiated on a client-by-client basis. 

    Investments (such as mutual funds and exchange-traded funds (ETFs)) contained in your portfolio typically bear separate and additional expense ratios, disclosed by the prospectus and offering documents.

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

Schedule a Discovery Meeting

Contact us to schedule your complimentary discovery meeting and discuss how we can help support your financial goals.

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