Commerce Family Office Team

Commerce Family Office is a dedicated group of talented professionals that is focused on serving families and achieving results. Our experienced staff has strong backgrounds in a variety of disciplines, including:

  • Investment consulting
  • Tax planning
  • Private banking
  • Trust administration
  • Real estate
  • Closely held businesses
  • Philanthropy
  • Wealth education
  • Family governance

We can work collaboratively with a family's key advisors and, when necessary, bring in other outside resources to achieve desired results. Personal service and objective advice are the foundation of everything we do, coupled with an equally important pledge of privacy and confidentiality.

Interested in learning more? Contact Commerce Family Office for more information.

Disclosures:

  • To send an email that contains confidential information, please visit the Secure Message Center where there are additional instructions about whether to use Secure Email or Online Banking messaging.
  • Mutual funds, annuities, and other investment products:
    Not FDIC-insured May lose value No bank guarantee