Our Story
Sunstone Family Office
Over many years and thousands of conversations with clients and peers, we have remained focused on one fundamental question: how can we create the best possible outcome for our clients?
Sunstone Family Office was founded to address a gap in wealth management and family office services. We recognized that clients deserved genuine customized, white-glove service based on their specific needs and goals—not standardized solutions dictated by industry conventions.
Our founders have over 75 years of combined experience in financial services, with the conviction that personalized service can and should exceed industry standards. Our mission is straightforward: to provide seamless, broad and complete Family Office Services that allow our clients to focus on what matters most, supported by honest, expert, and timely advice.
