Schwab Family Office Services

About The Fund

Schwab Family Office Services is a multi-family office located in San Francisco, California, and operates as a subsidiary of the Charles Schwab Corporation. They specialize in offering a wide range of services tailored to high-net-worth families and individuals. Their services encompass financial planning, providing personalized strategies to help clients manage their financial future. Along with financial planning, the firm offers investment advisory services, which include creating diversified investment portfolios and giving advice tailored to clients' unique financial situations and objectives. They also offer business consultancy services, which aim to support family-owned enterprises in various aspects such as succession planning, governance, and growth strategies. Schwab Family Office Services prides itself on its holistic approach to wealth management, addressing the intersection of personal and financial well-being. Their investment philosophy involves a deep understanding of clients' values, goals, and legacy intentions, which guide their investment decisions. They maintain a strong emphasis on integrating technology and personal advisory to provide seamless services to their clients. The firm's commitment to fostering long-term relationships is ingrained in their practice, ensuring that clients' generational wealth is preserved and enhanced. Schwab Family Office Services positions itself not just as an advisor but as a partner in the wealth management journey. The firm's expertise in IT and TMT industries suggests a forward-thinking, innovation-led investment approach, facilitating clients to capture growth opportunities in these dynamic sectors.