Modern wealth moves fast and grows from new sources — business exits, equity, digital assets, brand value, and cross-border opportunities. Families need structure, protection, and clarity across every part of their financial life. Stonehill helps families build that system. We provide objective guidance, operational discipline, and a coordinated framework so families can make decisions with confidence, preserve what they’ve built, and prepare the next generation.

Our team brings deep experience in strategy, governance, operations, and risk management. We simplify complexity, align advisors, and create the processes, dashboards, and governance models needed to manage wealth responsibly across generations.

Our Services

Family Office Strategy & Design - We design the model that fits the family — single-family office, multi-family office, virtual, or hybrid. Services include current-state assessment, operating model design, role definition, cost modeling, investment committee structure, and multi-jurisdictional considerations.

Governance, Risk & Fiduciary Structure - We establish clear governance frameworks, decision rights, risk policies, and reporting requirements. This includes board and committee design, delegation frameworks, trust and entity structure coordination, and alignment across legal, tax, investment, and fiduciary advisors.

Operational Excellence & Technology Integration - We build the engine that runs the family enterprise. This includes process mapping, workflow redesign, technology selection, data architecture, dashboards, document management, AI-enabled reporting, and controls to ensure transparency and accountability.

Next-Generation Preparedness & Education - We support multi-generational planning with clarity and structure. Services include succession planning, financial education programs, role definition for rising family members, governance pathways, purpose alignment, and transition frameworks.

Advisor Orchestration & Oversight - We create a unified operating model across legal, tax, investment, insurance, lifestyle, and fiduciary partners. This includes advisor coordination, performance oversight, reporting standards, meeting cadence, and decision-making workflows.

Liquidity, Transaction & Event Support - We guide families through liquidity events, acquisitions, sales, restructurings, and major transitions. Our team manages project governance, scenario analysis, due diligence, integration planning, and cross-advisor coordination from pre-deal through execution.

Why Stonehill

• We combine strategy, operations, and real-world execution.

• We coordinate advisors, design structure, and implement systems

• We bring clarity to complex wealth so families can focus on what matters most.