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Access to Exclusive Services

We help you create the best client experience.

Tailored for success

Schwab Advisor Family Office gives you the expertise and capabilities to fuel the success of your family office and provide the experience the families you serve desire most. 

  • Enhanced services

    We empower you to do more, allowing you to handle transactions quickly and efficiently on behalf of the families you serve.

  • Curated products

    We provide what ultra-wealthy families value, including deposit and lending products and services from Charles Schwab Bank and Charles Schwab Premier Bank, trust, charitable, and other carefully curated products.

  • Thought leadership and valued insights

    You will have access to Schwab and third-party industry experts on all aspects of serving ultra-wealthy families. These collective resources provide you with insights and thought leadership to help you navigate important decisions for the families you serve.

Options to match your investing style

Schwab's open architecture trading platform offers one of the largest selections of investment choices in the industry, which means you have the flexibility you desire to manage the assets of ultra-wealthy families.  

Our open architecture offerings: Managed accounts, fixed income investments, alternative investments, restricted stock services, equities, mutual funds and exchange-traded funds, cash investments, and prime broker services.

Building a legacy

The number of ultra-high-net-worth families is on the rise—and so are their expectations for multi-family offices. Their needs are becoming increasingly complex. Learn how to go beyond traditional wealth management to better serve your families.

Cover of The Multi-Family Office of Tomorrow—Simplifying Complexity for Families of Significant Wealth.


Get where you want to be

Impeccable service starts here. Talk with a Schwab Business Development Officer, and get answers to your questions.

All conversations are completely confidential.

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 Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value 

Charles Schwab & Co., Inc., Charles Schwab Bank, and Charles Schwab Premier Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc., Member SIPC. Deposit and lending products and services are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender, and Charles Schwab Premier Bank, Member FDIC.