Portfolio sprawl.
Accounts and managers across custodians; risk and allocation aren’t visible in one view.
Protect and Grow What You’ve Built
Family Office Services by Numera
Simplify complexity. Preserve legacy. Add institutional oversight to personal wealth.
From post-exit founders to multi-generational families, Numera helps turn wealth into lasting impact.
Schedule a ConsultationWhen wealth runs without a system, complexity compounds.
Families don’t slow down because they lack capital. They slow down because advisors are fragmented, reporting is inconsistent, and decisions lack a single source of truth.
Tax leakage.
Missed elections, misaligned entities, and poor timing quietly erode returns.
Governance gaps.
Unclear roles, approvals, and succession; decisions stall and friction rises.
You Need a Financial Integrator, Not Another Advisor
Managing significant wealth creates complexity: multiple entities, evolving tax strategies, diverse investments, and multi-generational needs. Without coordinated systems, wealth becomes harder to control—and easier to lose.
At Numera, we design modern family office services for founders, executives, and legacy builders. Whether you've just exited a company, inherited a trust, or manage family foundations, we bring the structure, strategy, and oversight needed to simplify chaos and safeguard what matters.
We're strategic partners who turn fragmented finances into holistic wealth strategies.
Why Choose Numera
The Numera Advantage
Numera combines startup agility with institutional precision. We move fast, tailor every setup to your goals, and build financial systems designed to scale.
By the numbers:
400+
F&A experts supporting startups through IPO
6,000+
Businesses guided globally
$8B+
In client capital raised
5★
Best-in-class CSAT from founders who trust us
It’s not about managing pieces.
It’s about making them work together—wealth, tax, legacy, life.
01
TOTAL PICTURE
Full Picture
Aggregated across custodians, funds, and entities.
02
AFTER-TAX RETURNS
Tax Efficiency by Design
Entity structure, elections, and timing to reduce leakage.
03
FAMILY CONTINUITY
Aligned Legacy, Clear Roles.
Documents, titling, and beneficiaries stay aligned.
04
IMPACT
Purpose, Policy, and Proof.
Policy, grants, and reporting in one workflow.
05
TRUST-GRADE OPERATIONS
Administration, Without the Admin.
Rules for wires, investments, and expenses.
Family Office
What Makes Numera the Right
Family Office Partner
We go beyond wealth administration—bringing holistic integration, institutional oversight, and seamless coordination so that your family’s wealth is preserved, protected, and positioned to grow across generations.
Holistic Financial
Integration
Integrated visibility across entities, trusts, investments, and philanthropy.
- ✓ Centralized dashboards across entities, trusts, investments, and philanthropy
- ✓ Cash flow tracking that connects personal and entity-level decisions
- ✓ Tax planning and compliance integrated with financial oversight
- ✓ Real-time visibility to spot gaps, redundancies, and risks
Institutional Oversight
for Personal Wealth
Institutional-grade governance and reporting for complex wealth.
- ✓ Quarterly reporting delivered with executive-level clarity
- ✓ Coordinated estate and tax planning that anticipates complexity
- ✓ Oversight of real estate, private equity, and venture portfolios
- ✓ Proactive risk management and regulatory awareness
Seamless Collaboration
with Your Advisors
We align your legal, tax, and wealth teams around one source of truth.
- ✓ Financial integrator across wealth, legal, and tax advisors
- ✓ Alignment between trusts, estate plans, and tax strategies
- ✓ Compliance and reporting across jurisdictions and asset classes
- ✓ Build a single source of truth for finances, philanthropy, and succession
The Financial Ecosystem
Not a Firm.
A Force.
Clarity, continuity, and control for complex wealth. We integrate entities, advisors, and reporting into one view—so your priorities drive the plan, not the paperwork.
Clients Across Industries
From first-time founders to established enterprises, our clients don’t just get a service — they get the strength of a network that keeps raising its own bar.
Specialized Firms, One Platform
Tax, accounting, CFO advisory, sector specialists — once scattered, now aligned. Different strengths, same high standard: investor-grade outcomes.
Built for Scale
With teams spanning continents, we deliver the same consistency and clarity wherever growth takes you — whether that’s Boston or Bengaluru.
YOUR QUESTIONS ANSWERED
Frequently Asked Questions
Everything you need to know about our family office services and how we help you manage complexity with clarity.
What do Numera’s family office services include?
We provide comprehensive financial coordination for families—including consolidated reporting, tax strategy oversight, trust and estate alignment, philanthropic planning, and back-office support. Think of us as your financial integrator and outsourced CFO.
Do you manage investment portfolios or advise on asset allocation?
No. We don’t manage investments directly. Instead, we work with your investment advisors to coordinate strategy, track performance, and ensure reporting aligns with your overall financial goals.
How do you work with my existing advisors (CPAs, attorneys, wealth managers)?
We act as the central hub for your financial life—ensuring that your tax, legal, investment, and philanthropic strategies are aligned. We coordinate communication, ensure deadlines are met, and flag inefficiencies your individual advisors may not see.
Can you help with estate planning, trusts, and generational wealth transfers?
Yes. We help structure, monitor, and optimize trusts and estate plans in collaboration with your legal advisors. We also assist in educating and onboarding next-generation family members to prepare for responsible wealth stewardship.
Do you support international family offices or cross-border financial needs?
Yes. We work with family offices that operate across jurisdictions, coordinating international compliance, estate planning, and tax structures through a network of global partners.
What does a typical engagement with Numera look like?
We offer customizable monthly retainers based on your complexity and scope. Whether you need full virtual family office support or fractional help on specific areas—like reporting, compliance, or philanthropy—we tailor our services to your life, not the other way around.
At Numera, we exist to bring institutional-grade clarity and coordination to personal wealth—integrating advisors, entities, and reporting so families can focus on what endures across generations.