The Clarius Group

Families would not accept a lack of alignment from their lawyers or accountants, but it is commonplace in the financial advisory world. Clarius’ shared family office model, with alignment at its core, stands in stark contrast to industry norms. Our approach starts with a philosophy that we exist to serve our clients and that our clients’ interests sit above all others. This perspective guides everything we do; from the services and advice we provide to the way we manage the firm.

Leveraging work published by leading family offices, we embrace the belief that clients have fundamental rights in our partnership. We manage to these rights, and we believe families should require these from their fiduciary service providers.