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Private Family Office
for MultiGenerational Stewardship
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Your Legacy, Our Stewardship

GuardStone provides bespoke, multi-generational wealth stewardship for a select number of families. We integrate sophisticated investment strategy with personalized life management, serving as your dedicated partner in preserving capital, navigating complexity, and empowering your legacy.
Our Services
Investment Management & Advisory
Our investment philosophy is rooted in capital preservation, long-term growth, and strategic diversification.
- Custom Portfolio Architecture Development of a detailed Investment Policy Statement (IPS) that serves as your family's strategic investment constitution.
- Institutional Access Sourcing and vetting of exclusive private equity, venture capital, real estate, and direct investment opportunities typically unavailable to individual investors.
- Risk Management Sophisticated hedging strategies and downside protection protocols to safeguard family assets during periods of market volatility.
- Manager Selection & Due Diligence Rigorous, ongoing analysis of third-party money managers and funds to ensure alignment with stated objectives and performance benchmarks.
Legacy & Succession Planning
We help you translate your values into a lasting legacy.
- Estate & Trust Structuring Design and implementation of wills, trusts, and other vehicles to ensure your assets are distributed according to your wishes, with efficiency and privacy.
- Family Governance Facilitation of family meetings and creation of family constitutions to foster communication, define roles, and prepare heirs for their future responsibilities.
- Business Succession Planning For family-owned enterprises, we provide strategic advisory on ownership transfer, management continuity, and value realization events.
- Next-Generation Education Formal programs and informal mentoring to cultivate financial acumen, ethical values, and a sense of purpose among younger family members.
