SRS Family Office Partners offers a comprehensive wealth and lifestyle management solution, individually customizing advisory and management services for a very discreet clientele of single-family offices. SRS manages or advises a private client portfolio of select single-family offices with assets in excess of $10 billion. 

With over 50 years of portfolio management expertise, SRS applies a unique concierge approach to its advisory services working discreetly with each individual family and family member for investment management, capital preservation, income and growth, tax strategies, philanthropy, generational education and mentoring, and/or health and lifestyle management objectives.