Your family’s wealth, working as one.
A comprehensive family office, built and ready from day one. With Curi Capital, your family has access to a team that’s been doing this for decades, a suite of custom services tailored to your specific situation, and the full investment capabilities of an investment management firm behind it. All coordinated, all under one firm.
Why Curi Capital
A family office built specifically for your family. Ready on day one.
None of our family office clients are the same, because no two families are the same. We take pride in getting the complexity off your plate, shaping a customized family office around your family’s needs and goals so you can focus on what matters most to you.
How we make a difference
A team that stays
Many of our senior team members have been working together for more than 20 years. That continuity matters, because the families we serve deserve familiar faces and deep relationships that last through the years. When you engage our team, you get seasoned professionals who have been through it before, together.
The full force of an investment management firm
We put the full force of Curi Capital’s investment management division behind your family office team. You get institutional investment capability, proprietary research, and private market access alongside the high-touch attention of a dedicated team.
Shaped around your family, not a template
Each family’s plan is shaped around the select services they need and can expand over time as trust builds and priorities evolve. What your engagement looks like on day one and what it looks like three to five years later are usually very different—that’s by design.
One team, coordinating everyone
Most families arrive with multiple advisors working in isolation: a CPA, an estate attorney, an insurance provider, one or more investment managers. We become the center that connects them, pulling everyone into one coordinated team so your plan solidifies into a cohesive picture.
Leveraging technology
We leverage leading technology solutions to deliver high-quality service to our clients. We continually evaluate our systems and emerging technologies to strengthen our capabilities and remain at the forefront of family office innovation.
Clear, aligned pricing
Our pricing is transparent and doesn’t simply climb as your wealth grows. Most engagements are structured as a fixed annual fee based on the services your family has chosen, so the cost is clear from the start and stays aligned with the value you’re receiving.
A perspective earned by working with more families
We work alongside roughly 70 multi-generational families, which puts us at the intersection of what a lot of families are navigating. That means we can bring ideas, structures, and strategies from one family’s experience to another. Between the families we serve and the network we’re part of, we believe your family has access to a wider set of solutions than most single-family offices can offer.
Our Family Office Approach
Our Services
Four pillars, built around whatever your family’s situation calls for.
Wealth Planning
Long-term planning that encompasses your full financial picture and the generations who depend on it, from how wealth is built to how it’s protected, transferred, and put to use.
Goal-Based Modeling
Family Legacy and Governance
Financial Education
Estate Planning and Tax Planning
Insurance Advisory
Philanthropic Advisory
Investment Advisory
A custom investment approach built around your family’s specific goals, drawing on institutional research, private market access, and the full resources of our investment management team.
Investment Policy Development
Asset Allocation
Manager Selection
In-house Research
Private Investment Opportunities
Due Diligence Services
Evaluate Independent Investment Opportunities
Accounting and Reporting
A clear, consolidated view of everything your family owns, so you always know where you stand and can make decisions with the full picture in front of you.
Entity Accounting
Cash Management and Budgeting
Bill Pay
Performance Reporting
Consolidated Reporting
Private Investment Reporting
Administrative Services
The day-to-day work that keeps a complex financial life running smoothly, handled by a team that knows your family and your priorities.
Money Movement
Private Investment Paperwork
Estate Settlement
Tax Compliance and Administration
Trust Administration
The Family Office Team
Building a family office takes depth that can’t be established overnight. We have spent years assembling a deep team with diversified skillsets in financial services. Our team draws from decades of experience working alongside families, and the situations we’ve navigated together sharpen how we handle the next. Whatever your circumstances call for, our team has likely been through it before.
Start a Conversation.
Whether you’re anticipating the need for a family office, rethinking how yours is run, or approaching a liquidity event and want to plan ahead, the first step is to meet with our team.
Dan Matola, CFA®
Partner, Managing Director of Family Office Services
Ty M. Baird, CPA
Partner, Senior Relationship Manager
Sue Christoph, CFA®, CFP®, CPWA®
Partner, Senior Relationship Manager
Robert Marchese, CPWA®
Partner, Senior Relationship Manager
Michele Francisco, CFP®
Partner, Senior Relationship Manager
Bryon Stanislaw, CFP®
Senior Relationship Manager
Owen Duncan, CFP®
Partner, Relationship Manager
Kristen Roder, CFP®, CPWA®
Partner, Relationship Manager
Christian Early, CFP®
S.V.P., Relationship Manager
Questions Families Ask Us
How do I know if a family office is right for us, or if wealth management is the better fit?
It depends less on a dollar figure than on the complexity of what you’re managing. Families with multiple entities, private investments, multi-generational planning needs, or a coordination problem across existing advisors tend to benefit from a family office. Families with more straightforward needs are often well served by wealth management. If you’re not sure where you fit, the easiest thing is to have a conversation and figure it out together.
Do we have to use all of your services, or can we start with just a few?
You build the engagement around what your family actually needs. Some families come to us for a single piece, like reporting or estate planning support, and grow from there. Others engage a significant portion of the platform from day one. Either way, the engagement is structured around your priorities and reviewed each year as those priorities evolve.
Can you work alongside our current CPA, attorney, and other advisors?
Yes, and it’s often how the best engagements start. Most of the families we work with arrive with a network of trusted advisors already in place. We coordinate among them, fill in any gaps, and act as the center that keeps everyone working toward the same plan for your family.
What if we’re approaching a liquidity event?
The earlier you bring us in, the more we can do. Pre-exit planning opens up estate, tax, and wealth transfer strategies that aren’t available once the sale closes. We can help you prepare for the sale itself, structure for what comes after, and coordinate with your attorneys, accountants, and bankers along the way.
How does pricing work?
Most of our engagements are priced as a fixed annual fee based on the services you’ve chosen, rather than as a percentage of your assets. That keeps the cost transparent and prevents fees from climbing as your wealth grows.
What does it look like to get started?
A first conversation with our team to understand your family’s situation and what you’re looking for. From there, we work with you to design a customized engagement that matches your needs. Most engagements can begin within a few weeks of that first conversation.
Let’s start with a conversation.
Whether you’re mapping out the next chapter or just want to know what working with us looks like, we’d be glad to talk. No pitch, no pressure.