Modern Family Office

OptimizedThe New
Family Office Experience

TOS simplifies and optimizes the management of family offices.

We understand the importance of independent advice and have curated a modular menu of solutions, which are free from conflicts of interest, to streamline your operations and expand your opportunities.

Through a shared economy model, we provide convenient, cost-effective and discrete access to best-in-class technology, a specialized team and a professional network to accelerate your vision.

The TOS Accelerator

Best-In-Class Technology

We set up and manage the latest technology to simplify your operations and augment your insight.

  • Aggregate financial data
  • Implement systems to organize data for decision-making
  • Automate chore work
  • Streamline technology updates


We serve as both sounding board and problem solvers for all your management and operational issues.

  • Design time-saving processes
  • Manage and strengthen external provider relationships
  • Negotiate and standardize service provider fees
  • Offer proactive, responsive advice


We connect you with other family offices and vetted service providers to extend your possibilities.

  • Enhance your deal flow
  • Share insights
  • Tap into best practices
  • Maintain privacy