St. Clair Advisors LLC

We are an independent, multi-family office serving the broad financial needs of a select group of wealthy families, business owners and corporate executives. As an intentionally small firm, we offer a boutique family office experience that holistically integrates tax planning and preparation, customized financial planning, investment advisory and estate planning under one roof. Our full suite of services helps wealthy families organize their affairs and manage capital for current and future generations. We provide fee-only advice, do not accept commissions and are not constrained by proprietary platforms or investment products. Being independent helps ensure we place the long-term interests of...

Wealth management,financial planning,estate planning,tax planning,investment advisory,family office,wealth transfer,and charitable planning

St. clair advisors llc operates in the Financial services industry.

St. clair advisors llc's revenue is 11m - 100m

St. clair advisors llc has 11 - 50 employees.