Family Office Services

A single, integrated office built around your family's wealth.

Snowwater designs and runs your family office platform tailored to your circumstances — coordinating investing, lending, estate planning, cash forecasting, and next‑generation wealth transfer under one roof.

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Why a Family Office

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Every family is unique, your family office should be too.

No two families share the same balance sheet, the same goals, or the same definition of wealth. At Snowwater, we don't hand you a fixed menu of services. We combine our experience and expertise to design a family office that fits your family's unique circumstances, today and as they evolve.

You can talk to us about investing, estate planning, cash forecasting, wealth planning, and liability management that prepares the next generation — all coordinated through a single point of contact rather than a patchwork of disconnected advisors.

Single Point of Coordination Across Your Entire Balance Sheet

Fully Integrated, Customized Approach To Meet Your Needs

Open Architecture Across Custodians, Banks & Private Markets

What Sets Us Apart

An independent partner your family can trust.

We built Snowwater so your family can receive unbiased advice and service without being tied to a single institution or product.

Open Architecture

We partner across custodians, private banks, and fintech platforms to ensure every recommendation is unbiased and built around what's right for you.

Institutional Access

Access to structured products, private markets, and strategies typically reserved for institutions — brought directly into your family's portfolio.

Integrated Planning

Investments, taxes, liquidity, and estate planning are coordinated within your family office, helping keep everything aligned.

The Family Office Experience

Comprehensive solutions tailored to the needs of your family.

Customized Wealth Solutions

Every family is different and requires their own family office to serve their needs. At Snowwater, we combine our experience and expertise to design family office platforms that fit your family’s unique circumstances. You can talk to us about investing, debt management, estate planning, cash forecasting, and wealth planning for the next generation.

"We serve as the core of your family office, integrating and coordinating all of your professional relationships into a unified, streamlined experience." Brad Orben, Founder

| What We Do

Our Family Office Capabilities

A complete set of disciplines, coordinated by one team, so every decision is made with the full picture in view.

Private Banking & Lending

Independent guidance on credit, lending facilities, and banking relationships, including securities‑based lines and structured lending solutions tailored to liquidity needs.

Treasury & Cash Management Solutions

Cash flow modeling and treasury management that enhances yield, while preparing for major liquidity events, ongoing lifestyle needs, and capital calls without disrupting long‑term investment strategy.

Estate Management & Next Generation Planning

Coordinated estate and trust structuring that aligns legal, tax, and family priorities—working alongside your advisors—paired with education and governance frameworks to prepare the next generation to steward family wealth with confidence.

Alternative Asset Management

Unique access to private and alternative investments, integrated into your broader portfolio—focused on enhancing diversification, managing risk, and capturing differentiated sources of return.

Philanthropic Advice & Services

We can create a charitable giving strategy using donor-advised funds and private foundations that reflect the family's values and tax objectives.

Outsourced Chief Investment Office

Acting as your dedicated CIO, we build and oversee a unified investment strategy across all asset classes, managers, and accounts — bringing institutional capabilities to a single family's portfolio.

Common Questions About Our Family Office Services

What is the purpose of a family office, and how can it support my family?

A family office serves as a centralized resource to manage and coordinate the financial, legal, and tax complexities of significant wealth. By unifying these elements under one umbrella, it helps streamline decision‑making, safeguard assets, and provide clarity and confidence as your family plans for the future.

How does Snowwater customize its approach for each family?

Our process begins with a deep understanding of your family’s values, aspirations, and long-term objectives. From there, we design tailored solutions that integrate investment management, tax strategy, estate planning, and other key services into a cohesive framework built specifically around your needs.

What qualities should I prioritize when selecting a family office?

An effective family office should provide highly personalized attention, maintain transparency across all aspects of its work, and coordinate across multiple areas of wealth management. This ensures your financial and personal priorities are managed in a thoughtful, unified manner.

What kinds of challenges can a family office help manage?

A family office should help address a broad spectrum of needs, including family governance structures, portfolio oversight, tax efficiency, estate and succession planning, real estate and bill pay administration.

How does Snowwater collaborate with existing advisors like attorneys and accountants?

We work in close partnership with your established advisors or introduce specialized experts when appropriate. This collaborative approach ensures all parties are aligned and working together within a unified strategy designed to support your broader financial objectives.

How does Snowwater help families connect their financial plans with their core values?

We begin by identifying what matters most to your family—whether that involves philanthropy, legacy preservation, or broader impact. We then structure strategies that reflect those priorities, ensuring your wealth serves a purpose that extends beyond financial outcomes.

How does Snowwater prepare the next generation for managing wealth responsibly?

We provide ongoing education, guidance, and governance frameworks to help rising generations build financial literacy, confidence, and stewardship skills—equipping them to preserve and grow family wealth with intention.

Frequently used terms: Fiduciary, Asset Allocation, Alternative Investments, Private Equity, Hedge Fund, Private Credit.

Fiduciary
An individual or organization legally and ethically required to act in the best interests of clients when providing advice or managing assets.

Asset Allocation
The process of dividing investments among asset classes such as stocks, bonds, and cash to help balance risk and return.

Alternative Investments
Investments outside of traditional stocks and bonds, including private equity, hedge funds, real estate, infrastructure, and private credit.

Private Equity
Investments in privately held companies or buyouts of public companies that are not traded on public stock exchanges.

Hedge Fund
A pooled investment vehicle that may use a broader range of strategies, including leverage, short selling, and derivatives, to pursue its investment objectives.

Private Credit
Debt financing provided by non-bank lenders to businesses, often offering higher yields than traditional fixed income investments.

Brad Orben - Founder & Managing Partner

“Exceptional service isn’t about meeting expectations—it’s about elevating them. At Snowwater, we bring clarity, coordination, and creativity to every aspect of your family office, delivering an experience that is as thoughtful as it is effective.” - Brad Orben

Start the Relationship - Request a founders call

Let's begin with a conversation.

We work with a select number of client families. If you're evaluating a change, we welcome a confidential, no-pressure introduction. There's no obligation—just an honest look at whether we're the right fit.

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