Family Wealth Stewardship

Commerce Family Office ensures that families can define their mission and goals, and make the best, most informed decisions possible in order to address current needs and long-term objectives.

Our Family Wealth Stewardship offering includes:

  • Family mission statement development
  • Governance process/family council creation
  • Family wealth education
  • Family-owned business consulting
  • Philanthropic planning
  • Family meetings and ongoing communication management

Interested in learning more? Contact Commerce Family Office for more information.


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  • Mutual funds, annuities, and other investment products:
    Not FDIC-insured May lose value No bank guarantee