Results Rooted in Purpose, Clarity, and Enduring Legacy

Here’s how we’ve helped first-generation family offices build structure for multigenerational success.

Case Study #1

Transforming Chaos Into Control

Challenge:

A $400M family office was overwhelmed—100+ investments, no clear structure, and no succession plan

Solution:

Designed a scalable family office infrastructure:

Installed governance systems, decision protocols, and IR dashboards.
Built values-aligned investment policies to prevent mission drift.
Developed a G2 mentoring program to prepare the next generation for leadership.

Outcome:

Streamlined investments for clarity, established family alignment, and created a leadership track for the next generation—all within 12 months.

Case Study #2

Succession Anxiety to Leadership Success

Challenge:

A first-generation wealth creator with $300M in assets feared losing control during succession. Family tensions were rising, and there was no succession plan.

Solution:

Created a family constitution and decision-making roles.
Held multigenerational alignment sessions and strategic retreats.
Built a G2 leadership training program with values alignment and strategic education.

Outcome:

Reduced family tension by 80%. G2 leaders onboarded with clear authority and structure, preserving both legacy and founder input.

Case Study #3

OCIO Rebuild for a

Legacy-Driven Vision

Challenge:

A $500M family office was stuck with an underperforming OCIO focused more on products than purpose.

Solution:

Conducted an OCIO audit and replaced the provider with a performance-driven, values-aligned partner.
Installed institutional-grade governance, reporting, and quarterly oversight systems.
Negotiated new fee structures to align performance with family mission.

Outcome:

Saved $2M+ annually in fees, realigned the portfolio to reflect family values, and restored control over wealth strategy.

Testimonial

Stearns Capital gave us the clarity we needed to build structure without losing our en trepreneurial edge—it’s the best investment we’ve made in our family’s future.

Founder of a $350M first-gen family office.