FEEL THE FREEDOM
THAT COMES WITH FINANCIAL CLARITY

 
 

30+
YEARS IN
BUSINESS

$1+ Billion
ASSETS UNDER ADVISEMENT

100+
FAMILIES
& BUSINESSES

 

Financial Planning

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Portfolio Construction

Tax & Estate Planning

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Partner Coordination

Our Approach

Providing unbiased advice to our clientele, and with three generations of servicing our community, we seek to deliver pragmatic and straightforward financial guidance to successful families.

The Family Office concept has a long history of providing one voice of counsel across a wide range of financial matters to high net worth families.

We are duty-bound to act in our cllient families' best interests. Learn how we've helped simplify the lives of our clients, freeing them to focus on the activities they value most.

 

When do you know it's time to consider working with Stokes Family Office?

 
 

✔ You are uncertain as to whether or not you can reach your life’s financial goals

✔ The Current management of your finances has left you unimpressed, particularly given the fees and taxes you are paying

✔ You don't believe that your Wall Street broker or bank trust department knows your life goals and objectives, and is acting as your advocate

✔ You want your financial life to be managed by design, not by dafault

✔ You seek coordination between your current investment, tax and legal team of advisors

Our Latest Insight and Market Views

 
 

Why Choose Us

 
Transparency   Our goal is to provide you dissected and well-researched straight talk, rather than sales pitches and complexity
 

Transparency

Our goal is to provide you dissected and well-researched straightforward guidance, rather than sales pitches and complexity

Progmatic   Bottom line, our investment philosophy is fact and evidence-based, not emotional and biased
 

Pragmatic

Bottom line, our investment philosophy is fact and evidence-based, not emotional and biased

Legacy and History   We've served families in the New Orleans and surrounding communities for over 3 decades
 

Legacy and History

We’ve grown from servicing the New Orleans and surrounding communities for over three decades into a firm with a national presence

 
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Innovation

We pride ourself in adopting state-of-the art tools and modern technology to make our clients’ lives easier

 

Relentless Availability

Our clients have the benefit of our flexible availability to meet their schedules, and clear communication around their needs

 

Family Owned

We truly empathize with the complexities of family structures, dynamics and estates, because we run our own family business

"Evidence-Based and Disciplined; that is our philosophy in managing our client’s hard-earned wealth. Our pragmatic investment approach, candor, family values, multi-generational legacy in our community, and rapid growth through referrals is a true testament to why our approach works.”

David Stokes
Founder, Stokes Family Office

 
 
 

Our Principals

Principal

Founder and Chief Executive Officer

Principal

Head of Portfolio Management

Principal

Head of Innovation