Business Details
Your Trusted Partner for Financial Advisory Solutions
At Clearstead, we specialize in delivering comprehensive financial advisory services tailored to the unique needs of wealthy families and leading institutions. Our approach integrates tax planning, financial planning, trust administration, and investment management to create holistic solutions that align with clients' lifestyles, philanthropic goals, and generational objectives. With nearly four decades of experience, we have developed a robust framework for institutional investment consulting, offering disciplined strategies, governance frameworks, and customized solutions that balance immediate needs with long-term sustainability. Our proprietary ClearAccess platform streamlines private market investments, providing access to high-quality opportunities while simplifying administrative complexities. Through our complimentary ClearSight analysis, we conduct in-depth evaluations of clients' financial situations to deliver personalized recommendations that support wealth preservation and growth.Our team of over 270 professionals, including 40+ tax experts, works collaboratively to ensure seamless integration of services across private wealth management, family office capabilities, and retirement advisory solutions. We maintain rigorous research standards, with an in-house team conducting thorough due diligence to source investment opportunities that align with our clients' objectives. Our trust subsidiaries provide corporate trustee services, enhancing the value of our integrated financial solutions. Recognized by industry publications for our excellence and growth, we remain committed to helping clients achieve sustainable financial success while fostering the longevity of their legacies.
Services
Private Wealth Management
Institutional Investment Consulting
Advisory Solutions
Tax Planning & Preparation
Financial Planning
Trust Services
Family Office Capabilities
ClearAccess Platform
OCIO / Retirement Advisory
Robust Research
Highlights and features
- We integrate tax, financial planning, and investment management into customized solutions.
- Our in-house team of 40+ tax professionals provides comprehensive tax optimization strategies.
- We offer corporate trustee services through our state-chartered trust subsidiaries.
- Our ClearAccess platform simplifies private market investments with streamlined administration.
- We provide complimentary ClearSight analysis for personalized financial recommendations.
Services
Private Wealth Management
Our Private Wealth Management service combines tax planning, financial planning, trust administration, and investment management into customized solutions. We address estate planning, cash flow management, and generational wealth transfer while integrating philanthropic goals. With specialized expertise in family governance and education, we help preserve and grow wealth across multiple generations through coordinated strategies tailored to each family's unique circumstances.
Institutional Investment Consulting
Institutional Investment Consulting provides disciplined strategies for organizations through governance frameworks, asset allocation, and portfolio management. We specialize in OCIO services, retirement plan consulting, and fiduciary education while maintaining rigorous investment research standards. Our approach balances institutional financial priorities with cultural objectives to achieve sustainable growth and measurable outcomes for endowments, foundations, and corporate clients.
Trust Services
Trust Services encompass comprehensive corporate trustee solutions through our state-chartered subsidiaries. We manage trust administration, foundation oversight, and family governance while integrating with tax and investment capabilities. Our services include financial reporting, bookkeeping, and educational programs that enhance trust management effectiveness. We specialize in establishing and administering single-family trust companies with a focus on long-term legacy preservation.
ClearAccess Platform
The ClearAccess Platform simplifies private market investments by providing access to curated private equity, credit, and hedge fund opportunities. Our proprietary system streamlines administration and tax reporting through consolidated K1 documentation while maintaining rigorous due diligence standards. With nearly $3 billion in managed private assets, we offer institutional-quality alternatives with simplified onboarding and ongoing management for both individual and institutional investors.
OCIO / Retirement Advisory
OCIO and Retirement Advisory services deliver comprehensive governance solutions with 40 years of institutional experience. We provide fiduciary education, plan design, benchmarking, and manager selection while maintaining robust oversight frameworks. Our retirement plan consulting combines investment expertise with operational guidance to optimize plan effectiveness. We serve as outsourced CIO for institutions while extending the same research quality to private wealth clients.
Questions
What financial services does Clearstead specialize in?
Clearstead specializes in private wealth management, institutional investment consulting, trust administration, tax planning, and private market investments through our ClearAccess platform.
How does Clearstead approach tax planning for clients?
Our tax planning services utilize a team of 40+ professionals who implement strategies for tax loss harvesting, withholding analysis, and tax-saving opportunities tailored to each client's investment portfolio.
What makes Clearstead's trust services unique?
Our trust services combine state-chartered corporate trustee capabilities with integrated tax, investment, and planning expertise to provide comprehensive legacy management solutions for families and institutions.
Can individuals access private market investments through Clearstead?
Yes, our ClearAccess platform provides individuals and institutions with access to curated private equity, credit, and hedge fund opportunities with streamlined administration and consolidated reporting.
What institutional services does Clearstead offer?
We provide OCIO services, retirement plan consulting, governance frameworks, and investment management solutions for institutions with expertise spanning asset allocation and fiduciary education.
Is there a complimentary financial analysis available?
Yes, our ClearSight analysis offers a complimentary evaluation of your financial situation with personalized recommendations for wealth preservation and growth strategies.
