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Technology for Family Offices

Professionals dedicated to serving wealthy families require technology that can handle complex needs. Our flexible offerings integrate with the technology solutions you’ve already chosen. Our specialists can help you find approaches that work.

Bringing the best together

Schwab Advisor Family Office combines our proprietary digital platform, integration with comprehensive solutions, and industry-leading expertise to help you successfully manage your family office. Our strategic alliances with over 180 third-party providers offer secure, high-quality integration across your key systems to maximize efficiency and choice. We can help you find the right provider, build your tech strategy, and get the most out of our platform. 

Bringing the best together

Vigilant security for peace of mind

Multiple levels of physical and digital safeguards anchor Schwab's rigorous approach to security and fraud protection. We proactively protect client privacy and maintain strict controls over how personal information is used, shared, and accessed. In addition, the Schwab Security Guarantee covers 100% of any losses due to unauthorized activity on any Schwab accounts.1  

Vigilant security for peace of mind


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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1. Read more about the terms of the Schwab Security Guarantee at