Family Office Services

Comprehensive Solutions for Complex Families.

Guardant’s Family Office Services are designed for families whose financial complexity demands more than a traditional advisory relationship — a fully integrated platform spanning estate planning, tax optimization, business succession, and specialized credit solutions.

Estate & Wealth Transfer

Trust structures, gifting strategies, and multi-generational transfer vehicles designed to minimize estate taxes and maximize what passes to your heirs and the causes you care about.

Tax & Business Planning

Proactive tax optimization coordinated with your CPA, and comprehensive business succession planning for owners preparing for a transition, sale, or transfer to the next generation.

Liquidity & Credit

Hedging and monetization strategies, securities-based lending, and specialty financing for aircraft, real estate, and marine assets — structured to provide capital without disrupting your investments.

Family Office at Guardant

One team. Every aspect of your financial life.

Discovery

Client Meeting: We begin by delving into your investment goals, experience with alternatives, comfort with illiquidity, and time-horizon.

Data Collection: We gather a complete picture of your current holdings, capital commitments, and target allocation to non-traditional assets.

Goal Setting: Together, we define measurable objectives—whether it’s private-market exposure, diversification, or enhanced return potential.

Asset Allocation

Risk Assessment: We assess you specifically for alternative investment risk — illiquidity, manager risk, valuation lag, and market cycles.

Diversification Strategy: We architect an allocation mix that spreads across vintages, strategies and investment types to mitigate risk in the private markets.

Periodic Review: We revisit your alternative portfolio rigorously—analyzing capital calls, distributions, market transitions—and adjust as needed.

Investment Implementation

Discretionary Basis: We can act on your behalf to deploy capital and manage your alternative investment program, enabling timely decision-making.

Non-Discretionary Basis: Prefer a hands-on role? We’ll deliver expert recommendations while you retain final investment approvals.

Ongoing Management

Performance Monitoring: We track and benchmark your alternative holdings—capital deployment, net asset value, IRR, cash-flow and exit prospects.

Reporting: Receive transparent, streamlined reports that illuminate capital calls, distributions, manager updates and overall portfolio impact.

Client Meetings: We schedule regular reviews to reassess objectives, revisit market cycles, and refine your alternative portfolio in light of life-changes or market dynamics.

Our Advantages

Personalized Guidance

Benefit from bespoke advisory tailored to complex alternative investment structures. We align sophisticated strategies with your priorities and risk tolerance.

Expert Management

Our seasoned team has deep experience across private markets, pre-IPO deals, and exchange funds. We leverage industry connections, proprietary sourcing and robust selection frameworks.

Let's talk about your family.

Family office clients work with a dedicated team that serves as the central point of contact across investment management, tax strategy, legal coordination, and credit solutions.