Commerce Family Office
At Commerce Family Office, we understand the financial complexities and lifestyle challenges faced by families of significant wealth. Preserving the wealth and legacy of a successful family involves many obvious challenges. Serving as a trust advisor to families for more than 100 years, Commerce has built a solid reputation for collaborating with successful families and helping them make informed decisions on matters affecting today's and tomorrow's generations.
We advise more than $11.2 billion in client assets and are ranked among the top 25 multi-family offices worldwide.* We bring strategic guidance, subject matter knowledge and an integrated and coordinated process to support confident decision making by families - all delivered in a caring, highly attentive and professional manner.
Our comprehensive framework of highly tailored services includes:
- Family Wealth Stewardship
- Strategic Risk Management
- Investment Consulting
- Family Administration and CFO Services
- Bloomberg Brief's Special Report on Family Offices, Bloomberg.com, accessed December 2014.
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Mutual funds, annuities, and other investment products:
Not FDIC-insured May lose value No bank guarantee