Family Office Administration

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Stonegate Global Family Office Services is committed to the highest level of client service and is one of the most innovative financial services companies in the alternative investments industry. Stonegate Global provides its solutions to global family offices as well as global institutional clients and investment fund managers. Our goal is to meet the needs of our clients and exceed their expectations.

Family Office administration is a critical function of the overall family office infrastructure and framework. Clients rely heavily on Stonegate for accurate and timely portfolio accounting and family shareholder reporting.

With our senior management team having between 15 to 25 years of experience in the family office, institutional and alternative investments industry, our staff possesses tremendous experience and expertise across all asset classes, including:

  • Hedge funds
  • Venture Capital funds 
  • Private Equity funds 
  • Asset Based Lending funds 
  • Credit funds 
  • Real Estate funds 
  • REIT funds 
  • Opportunity Zone funds 
  • Cannabis funds 
  • Commodity pools 
  • Blockchain technology 
  • Digital asset funds 
  • Tokenized fund products  
  • Fine art funds and others 

Our highly qualified team has worked for some of the largest and most complex hedge funds, alternative investment funds and global banks in the world, including Morgan Stanley, Credit Suisse First Boston, Barclays, Fortis Bank and others. Our firm is acutely aware of the importance of providing each client with the personal care and client service they deserve. Our goal is to continue to serve existing and future clients with world-class service, leveraging our global footprint and expertise across multiple investment asset classes.