Family Office

Wealth Stewardship Across Generations.

Era Finances Group provides comprehensive family office services to single and multi-family offices — combining investment management, governance, and succession planning under one roof.

Generational wealth stewardship
Family Office

"We do not chase returns. We build structures that endure."

We offer the bespoke attention of a dedicated single-family office with the operational infrastructure and investment access of a multi-family platform. Clients benefit from institutional-grade capabilities without the overhead of building a proprietary office.

Our Services

Six Disciplines. One Trusted Partner.

01

Investment Management

Consolidated portfolio management across all asset classes, with full transparency and daily reporting.

02

Governance Advisory

Family constitution design, investment policy statements, and board governance for family enterprises.

03

Succession Planning

Structured wealth transfer strategies that preserve family harmony and minimise tax exposure across generations.

04

Philanthropic Structuring

Foundation establishment, grant-making strategy, and impact investment integration.

05

Consolidated Reporting

Single-view reporting across all custodians, asset classes, and geographies. Real-time and quarterly.

06

Private Banking Liaison

Coordination with private banks, custodians, and legal advisors across all jurisdictions.

Our Model

SFO Depth. MFO Efficiency.

We offer the bespoke attention of a dedicated single-family office with the operational infrastructure and investment access of a multi-family platform. Clients benefit from institutional-grade capabilities without the overhead of building a proprietary office.

$25M+
Minimum family wealth
3rd
Generation clients served
100%
Independent — no product sales
6
Global office locations
Begin a Conversation

Speak with Our Family Office Team.

Every family office mandate begins with a confidential conversation. We take time to understand your family's history, values, and objectives before proposing any structure.

Era Finances Group

Global private capital management for ultra-high-net-worth individuals, institutions, and family offices.

© 2026 Era Finances Group. All rights reserved.

Era Finances Group and its affiliates provide investment management, private capital, and family office services to qualified investors. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. This website is for informational purposes only and does not constitute an offer or solicitation to buy or sell any security or investment product. Investment products are not FDIC insured, not bank guaranteed, and may lose value.