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Curated Financial Counsel

For Those That Expect More

Learn MoreAccess Your Account

Institutional-Level Thinking
Delivered With a Personal Touch

RiverGlades Family Offices, LLC, is an SEC Registered Investment Advisor providing bespoke investment management, family wealth consulting and complementary services to:

Icon of a coinAffluent Individuals & Private Investors

Icon of familyFamilies With Generational Wealth

Icon of Heart in HandNot-For-Profit Organizations & Charitable Foundations


  • Holistic Approach to Financial Counsel
  • Investment and Portfolio Management
  • Tax and Estate Planning Guidance
  • Optimized Portfolio Construction and Implementation
  • Budgeting and Cash Flow Monitoring
  • Source Private Deals & Niche Investments
  • Educational Opportunities for Family & Next-Gen
  • Account Level and Overall Portfolio Risk Analysis
  • Performance Monitoring and Customized Reporting
  • “Salon-Style” Discussions with Peers and Experts

The only question with wealth
is what to do with it.

- John D. Rockefeller

Icon of thought bubbleAll too often families are forced to elect between forward-thinking investment management and attentive personal service. Founded with this unfortunate trade-off in mind, RiverGlades seeks to work with families that have decided they shouldn’t have to compromise. 

Icon of thumbs upHaving developed a network of like-minded families and similarly motivated individuals, we enable each to receive the service they expect while leveraging the intellectual capital and collective experiences of the group.

Experience Our Approach