We are an independent, multi-family office serving the broad financial needs of a select group of wealthy families, business owners and corporate executives. 

As an intentionally small firm, we offer a boutique family office experience that holistically integrates tax planning and preparation, customized financial planning, investment advisory and estate planning under one roof.  Our full suite of services helps wealthy families organize their affairs and manage capital for current and future generations.

We provide fee-only advice, do not accept commissions and are not constrained by proprietary platforms or investment products. Being independent helps ensure we place the long-term interests of clients before the short-term interest of the business. 

St. Clair Advisors LLC

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St. Clair Advisors LLC

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