Our Clients

Our clients represent current and past business owners, senior executives, professionals, and those who have come into their wealth through their own unique story. We assess every new prospective client using $5,000,000 of investable assets as a guideline. Investable assets are just one aspect, among others, we consider when we explore your needs to determine if our group is best positioned to add value and simplicity to your life. We appreciate that our clients have had tremendous financial success and understand that not all clients started there. If you feel that the needs of your comprehensive financial situation may be best served by our group, we welcome the opportunity to hear from you. If we are a good fit, we will continue to move forward to assist you.

Our clients would best be described as individuals and families that are humble, discreet, loyal, value privacy, and have a history of hard work. They tend to be effective delegators and have a desire for simplicity. They want proactive coordination and advice from our team in collaboration with their other professional advisors. Mitigating investment volatility, full transparency, and accountability are deeply valued by our clients.

Experience has shown us that many of our clients also have concerns regarding issues such as: how their wealth may impact their relationships; the equalization of their estate among their children; ensuring their wealth will not negatively impact the next generation; developing and executing the most effective business succession and transition plan; and wanting their charitable dollars to go further and be more impactful. However, they are unsure if their current approach is most effective.

Given our full suite of both technical and social expertise in all aspects of family wealth, our clients can be assured that any question or concern is able to be effectively addressed by Schmidt Family Office™ and our partners.