For the past six years, the founders of Stone Temple Partners have focused on building a firm dedicated to expertly managing the wealth and affairs of select families, including their own. Leveraging deep experience from leading institutional investment and advisory firms, they united to create an innovative platform that provides the sophistication and high level of service found in large single-family offices, filling a critical gap in the market. The team brings specialized expertise across multiple disciplines, including multi-asset class investing, wealth management, financial planning, trust and estate strategy, philanthropy, financial education, tax planning, and more.

 

Stone Temple is broadening its reach to offer investment and advisory expertise to a wider audience. Dedicated to democratizing the benefits of single-family office investing, the firm provides sophisticated portfolio construction that integrates both public and private investments, aiming to create resilient portfolios with enhanced risk-adjusted returns. This strategy is driven by thoughtful asset allocation, advanced risk management, and a strong network of partnerships with leading managers in private credit, private equity, real estate, real assets, venture capital, and liquid alternative investments.