Stokes Family Office is a wealth management practice, servicing the needs of high net worth families and institutions. Since 1987, our Principals have provided straightforward, pragmatic advice to successful families and institutions seeking financial clarity.

Our objective is to provide you with an honest and unbiased level of guidance, while easing your challenges pertaining to the complexities of managing wealth. Rather than receiving multiple voices, uncoordinated advice, and a financial plan decided on by default rather than design, you will receive one clear, patient voice from Stokes Family Office.

Our values and beliefs

 
 

WHAT WE STAND FOR

At Stokes Family Offices, we’re guided by our culture and a set of principles that ensure we never forget what we stand for – to Feel the Freedom that comes with financial clarity

✔ To simplify our clients’ lives

✔ To provide financial clarity to our clients

✔ To give straightforward advice to our clients

✔ To empower our clients to be audacious in setting their life’s goals

✔ To be available and indispensable counsel to our clients