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Private Client Services
Family Office
We are family office specialists with a modern multi-disciplinary approach to streamlining, efficiency, and information management.
Clients include the family offices of several prominent individuals, including multi-billion-dollar family offices from private equity funds, hedge funds and tech firm founders, former CEOs of the world’s largest banks, as well as smaller family offices and high net worth individuals.
Our clients appreciate our connectivity in the family office space and understanding of family office operations. We have developed and implemented forward-thinking regulatory structures for family offices.
The Sterlington team includes a former CEO of one of the largest and oldest single-family offices in the United States, the former Chief Investment Officer of a multi-billion-dollar single family office, and the outsourced GCs of two multi-billion-dollar single family offices.
Trust and Estates
We design sophisticated trust and estate plans to minimize transfer taxes while maintaining flexibility for future generations.
Clients include multi-generational families as well as first generation creators who share the goal of legacy preservation. We partner with clients as trusted advisors to family trusts, active investment entities, charitable organizations, family governance structures and private trust companies.
We provide fiduciary support to trustees, executors and board members, including navigating trust and estate administration and probate and accounting proceedings.