Family Offices & Trusted Advisors

FAMILY OFFICES & TRUSTED ADVISORS

An extension of

the modern family office.

Solara partners with a limited number of family offices, wealth managers, and private institutions to support the increasingly complex lifestyles of their globally mobile clients.

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Every inquiry is reviewed personally.

OUR APPROACH

The relationship your practice was never built to hold.

Today's ultra-high-net-worth families need more than travel coordination or traditional concierge support. Multi-residence oversight, global logistics, private experiences, and wellness coordination fall outside the scope of most advisory relationships — yet shape how a client experiences their wealth every day.

Solara acts as a single point of accountability across all of it — with the discretion, continuity, and operational precision your practice already stands for.

The most valuable partnerships are built quietly. We work with a limited number of families and institutions, by design — not because access is scarce, but because attention isn't.

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HOW WE PARTNER

Alongside your relationship.
Never in front of it.

01 — Introduction

A confidential introduction

A direct conversation between our team and yours. No client details are shared until both sides see fit to proceed.

02 — Alignment

Scope and boundaries

We agree exactly how Solara fits alongside your existing advisory relationship, and what stays inside it.

03 — Ongoing Partnership

You retain the relationship

Your client gains a dedicated curator. You remain the primary advisor. We report only what you and your client agree we should — nothing more.

Designed to compliment.

Discretion, alignment, and long-term trust remain central to every relationship.

Lifestyle Management

Multi-residence coordination, staffing support, travel oversight, reservations, and wellness access — handled as one relationship, reporting back only as agreed.

Global Access

Private aviation brokered directly, yachting, hospitality relationships, and cultural access, arranged through a vetted international network.

Solara Experiences

Invitation-only gatherings and curated journeys, designed to build meaningful relationships among founders, investors, and multi-generational families.