Family Office
Align and activate your wealth in service of what matters most.
When Wealth Changes the Conversation
Significant wealth changes the questions you ask. From “Do we have enough?” to “What becomes possible now?” From “Can we afford this?” to “Does this reflect who we are?”
These are fundamentally different questions. They require a different kind of partnership.
Our family office conversations don’t start with portfolio optimization—they start with what you’re trying to build: the life you want to live, the family you want to lead, the impact you want to create, the legacy you want to leave.
Then we bring institutional-grade capabilities to make it real.
What Makes Us Different
Philosophy
Wealth beyond financial assets
Philosophy
Your true wealth includes relationships, values, traditions, and the impact you create together. We invest deeply in relationships with the entire family, building trust across generations so your wealth supports connection, continuity, and shared purpose over time.
Infrastructure
Institutional-grade capabilities
Infrastructure
Deep, in-house expertise across private markets, strategic impact, estate planning, trust services, and family engagement—capabilities that typically exist only at the largest institutions.
Integration
Strategic hub approach
Integration
We take a comprehensive approach to understanding your financial situation and work with your existing advisors to help you make decisions in service of your larger goals.
Purpose
Built on values
Purpose
Employee-owned and B Corp certified, aligning our incentives with your long-term flourishing, and attracting people who are invested in long-term partnerships.
Hospitality
High-touch by design
Hospitality
Through deep listening and attention to detail, we create an experience that feels seamless and distinctly personal—especially when navigating complexity.
Two Models of Partnership
We offer two distinct approaches to meet families wherever they are on their wealth journey.
Brighton Jones Multi-Family Office
Designed for families with $30M–$100M
Our Multi-Family Office delivers core family office services through an integrated team—spanning investments, tax strategy, impact, and long-term wealth stewardship—with the ability to selectively add services as needs evolve.
Your Single-Family Office
Designed for families with $100M+
Our Single-Family Office Model is designed for families who operate from an abundance mindset and seek to fully activate their wealth. We create a fully integrated, named family office, with Brighton Jones serving as your trusted operating partner—providing a dedicated Family Manager, institutional-quality infrastructure, and comprehensive coordination across every dimension of your financial and family life.
Our Story
For more than 25 years, Brighton Jones has served individuals and families, growing alongside them and evolving as their needs evolved. As our clients' wealth and complexity grew, so did we. We reimagined what could be possible. We built deeper capabilities, assembled specialist teams, and developed our infrastructure.
The Brighton Jones Family Office is designed for families whose wealth and purpose are deeply intertwined. It was built from the ground up by our clients, for our clients—bringing the same philosophy that has defined our firm for decades: wealth should serve life, not the other way around.
The Brighton Jones Family Office is designed for families whose wealth and purpose are deeply intertwined. It was built from the ground up by our clients, for our clients—bringing the same philosophy that has defined our firm for decades: wealth should serve life, not the other way around.
Family Office Services
We deliver comprehensive family office services through an integrated platform and dedicated team. As your needs evolve, services can be tailored and expanded to match your family's unique complexity and goals. We also offer insights and community for families with similar levels of wealth—what’s working, what tools and resources are helpful, and how others are navigating complexity.
Balance Sheet Management
Balance Sheet Management
Integrated planning across your entire balance sheet, outsourced CIO capabilities, and consolidated reporting for complete visibility.
Private Investments
Private Investments
Access to insights, diligence, and institutional-quality private investments through our Lenora Capital platform—venture capital, private credit, real estate, and alternative strategies.
Estate, Tax & Trust Services
Estate, Tax & Trust Services
Advanced wealth transfer strategies, tax planning and compliance, and in-house trustee services for continuity across generations.
Family & Next Generation
Family & Next Generation
Family engagement frameworks, next-gen education and empowerment, and communication strategies that strengthen family bonds.
Impact & Philanthropy
Impact & Philanthropy
Strategic giving aligned with your values, foundation or donor advised fund setup and management, and impact investing strategies.
Operations & Administration
Operations & Administration
Cash flow management, bill pay, risk oversight, and lifestyle coordination to simplify the complexity of wealth.
Ready to Explore the Value of Family Office?
If you're navigating the complexity and possibility of significant wealth, we'd love to start the conversation.
This content is for informational and educational purposes only and should not be construed as individualized advice or a recommendation for any specific product, strategy, or course of action. Brighton Jones, its affiliates, and employees do not provide personalized investment, financial, tax, or legal advice through this communication. This material is not intended to, and does not, create a fiduciary relationship under ERISA or any other applicable law. For individualized advice tailored to your specific circumstances, please consult with your adviser.