A Disciplined Approach to Family Capital

Personalized & Relationship-Based

Helping your business grow with tailored solutions.

Clarity, Continuity, Confidence

Your goals and values are uniquely yours. The SCHMIDT FAMILY OFFICEp Wealth team takes the time to understand what you’re working to achieve, then builds a clear, disciplined plan using our value investing approach so you can move forward with confidence toward your financial goals.

Warm & client-focused

What’s most important to you financially? Your goals and values are personal, and the SCHMIDT FAMILY OFFICE team is eager to learn what you’re striving to accomplish. From there, we’ll partner with you to build a thoughtful plan, using our value investing model to support your long-term success.

Your financial goals and values are uniquely your own. SCHMIDT FAMILY OFFICE team looks forward to learning what you want to achieve and creating a customized plan guided by our value investing philosophy to help you get there.

Concise & modern

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Your Family’s Vision. Our Full Attention

Personalized Solutions

We understand that every family is unique with distinct values, ambitions, and complexities. Our approach is built on discretion, precision, and long-term partnership. We act as a central point of coordination, integrating financial strategy, governance, and legacy planning into a seamless structure tailored specifically to each family we serve.

Leading

As a leading multi-family office in private wealth management and succession planning, we are supported by a carefully curated ecosystem of complementary businesses, industry partners, and trusted global advisors. This allows us to provide independent investment, legacy, and business advice through specialist partnerships. Our promise is to build enduring relationships grounded in integrity, trust, and continuity, delivering meaningful, long-term value to families for generations beyond financial wealth