Family Advisory

We’re a family-owned business, too. Stephens has successfully navigated the complexities of an always changing world, growing our business for eight decades while never losing sight of what counts: family, relationships, and trust.

We connect family businesses in need of capital with family offices seeking unique opportunities to invest. We bring investment ideas from all industries and geographies to our clients, and connect them to the Stephens network of legal, tax and other advisory resources they need to thrive.

We understand the family dynamics that can impact the success of an enterprise. This enables us to help our clients navigate the personal and business complexities of running a business and investing for the future.

Above all, we treat our family advisory clients as we do each other, always aware of the significant challenges – and great joys – of managing a family business … and ensuring a legacy.

We consider both risk and reward in a fully integrated offering. Our mission is to protect and grow your legacy. Through a unique combination of investment banking, wealth management, and insurance advisory, we can evaluate your entire financial situation as well as your family dynamics, recommending strategies that fit your business needs, your individual needs and the needs of your family.

By assessing the opportunities your face as well as the inevitable risks – in your business as well as your personal life – we adopt a holistic perspective on what it takes to meet your goals and achieve your most important ambitions for your business, your family … and your legacy.

We connect you to powerful ideas and opportunities. Drawing on our extensive network of clients and partners, we connect family enterprises to unique ideas and often unexpected opportunities that have the potential to create exceptional value.

As a Stephens client, you have access to the best ideas of our bankers, wealth managers, research professionals and insurance experts. What’s more, we’ll connect you to our network of estate planning specialists, tax advisors, philanthropic consultants and others who can help you achieve your short-term and long-range objectives. Often, these are the same advisors we’ve trusted to help us build our business over the years.

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