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What Is a Family Office and Why Does It Matter

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What Is A Family Office?

When you reach a certain level of wealth, the management of that wealth becomes more complex. For ultra-high-net-worth families, the management of their wealth is not just about investments, it is about legacy, the future generations, and the many aspects of life that come with wealth. This is where a Family Office comes into play.

Why Does It Matter?

Family Offices offer all kinds of private wealth management services to a select number of ultra-high-net-worth families. In addition to financial services, family offices may offer different types of planning, charitable giving advice, and a complete management solution.

Is A Family Office Right For You?

Whether you need a family office depends on the degree of complexity of your wealth and the degree of demands placed on your family by your wealth. Certain situations may warrant a number of specialists accessing high-value resources that can deal with a lot of special concerns.

How 1900 Wealth Can Help

At 1900 Wealth, we specialize in helping ultra-high-net-worth families simplify the complexities of wealth through a dedicated Family Office approach. Whether you’re establishing a new family office or refining an existing one, our team provides strategic guidance, investment oversight, and personalized support tailored to your family’s needs. We help coordinate across critical areas such as legacy planning, lifestyle management, and family wealth education, ensuring each decision aligns with your long-term vision and values.

Todd Brockwell wearing a blue suit, white shirt, and red patterned tie, smiling at the camera against a blurred office background.

About the Author

Todd Brockwell, CFA, CPA

Chief Executive Officer

Todd leads 1900 Wealth Management with more than 30-years of experience in investment management, finance, and executive leadership. As President, he has guided the firm through significant growth in both staff and assets. Todd works directly with clients, providing strategic guidance and helping families and institutions achieve their long-term financial goals.

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