Where Independence Meets Innovation
At PostRock Partners, we are free from the pressures of a publicly traded company and its shareholders’ demands for ever-growing profits that could influence an advisor’s decisions.
We have curated a collection of technologies that enable us to see more data and process more information and complexity to arrive at clear, elegant solutions for the families we serve. This technology also allows you as our client to see more detail across all of your holdings, so that together, we can help you make more informed decisions.
We are a multi-family office providing comprehensive wealth management services to address the needs of families with significant wealth and complexity. We offer integrated advice and sophisticated portfolio management that emphasizes tax efficiency. Our approach is rooted in a steadfast commitment to the success of the families we serve. We believe in building wealth on a solid foundation of fundamental investment principles, embracing long-term strategic thinking, and tailoring our strategies to achieve specific outcomes.
As an independent
multi-family office, we offer:
- LEGACY
STRATEGIES - FAMILY EDUCATION
& COACHING - Lifestyle spending,
bill pay, and reporting - Farm/Land/Resource Management
- INVESTMENT
MANAGEMENT - BANKING FEES &
PRODUCT CONSULTING - Property Management
- CHARITABLE GIVING
MISSION & STRATEGY - TRUST
ADMINISTRATION - ESTATE
PLANNING - RISK MITIGATION
SOLUTION CONSULTING - PHILANTHROPIC
PLANNING