A custodian built for the family office community
With a dedicated team of Schwab professionals, a connected community of peers, and custody designed for how you work, Schwab Advisor Family Office is built to be the first call for single- and multi-family offices serving ultra-high-net-worth clients.
How we serve your family office
Schwab Advisor Family Office pairs high-touch service with specialized expertise, technology solutions, and connections in the family office community to deliver on the needs of ultra-high-net-worth families. With decades of experience serving the family office community, we're uniquely poised to help you meet the nuanced expectations of your most discerning clients. A Schwab Business Development Officer can offer more details on the following:
Dedicated family office specialists
Every family office we serve is supported by a dedicated team of Schwab professionals—specialists in custody, operations, strategy, and service excellence. The result? A direct line to expertise, streamlined decision-making, and confidential support that aims to anticipate your needs.
Family office community, events, and insights
Ultra-wealthy families want to know what families like theirs are doing. Schwab Advisor Family Office has the connections to serve as a community hub for your firm, with insights into membership organizations and the ability to make introductions on request.
Bespoke services curated for the ultra-wealthy
Family offices require flexibility—access to specialized structures, alternative investment strategies, advanced banking capabilities, personal trust services, and philanthropic solutions. Schwab's open-architecture investment platform gives you the freedom to design what's right for each family, supported by forward-thinking investments and specialized teams.
Technology solutions for family offices
When ultra-high-net-worth families entrust you with their assets and information, there's no room for error. Schwab's technology ecosystem helps bring the rigorous security and fraud protections you need to provide the precision, transparency, and protection families expect. And with more than 270 third-party integrations1 to help you streamline and automate workflows, scale seamlessly, and reduce error risk, you can do it all with the utmost efficiency.
Resources for family offices
The purpose-built custodian for family offices
Our at-a-glance brochure provides a detailed overview of everything Schwab Advisor Family Office offers you and the ultra-high-net-worth families you serve, from technology integrations and institutional scale to specialized expertise and connections with peers.
The multi-family office of tomorrow—simplifying complexity for families of significant wealth
How are modern multi-family offices evolving to stay ahead of the increasingly complex financial, qualitative, and administrative needs of ultra-high-net-worth families? Our white paper provides fresh insights.
Make Schwab Advisor Family Office your first call
When your family needs guidance, they turn to you. When you need support, you can turn to Schwab. Reach out to a Business Development Officer today.
1. As of July 2026.