Fractional Family Office Services

Institutional-quality
wealth oversight

Sophisticated reporting, tax coordination, and investment guidance—at a fraction of the cost of a full-time hire.

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Our Services

Three Tiers of Support

We serve as the connective tissue between your CPAs, attorneys, and investment managers—providing clarity and coordination without competing for your assets.

Tier 1

Wealth Reporting

Consolidated visibility across all accounts. Know where you stand at any moment.

  • Account aggregation
  • Monthly balance sheet
  • Net worth tracking
  • Asset allocation breakdown
  • Cash position reports

Tier 2

Wealth Intelligence

Everything in Tier 1, plus actionable insights and forward-looking analysis.

  • Cash flow projections
  • Liquidity analysis
  • Fee analysis across managers
  • Quarterly insights memo
  • Investment recommendations

Tier 3

Personal CFO

Full-service wealth oversight. We become an extension of your family office.

  • Tax preparation
  • Investment advice
  • Full advisor coordination
  • Bill pay oversight
  • Document management
  • Ongoing availability

Who We Serve

Built for Complexity Without the Overhead

Single-Family Offices

Offices managing $50M–$500M who need sophisticated reporting and coordination but can't justify a full-time analyst.

High-Net-Worth Families

Families with $10M–$100M who don't have a formal family office—but need one. We bring structure to complexity.

Our Philosophy

"True wealth is measured not just in assets, but in clarity, peace of mind, and the freedom to live intentionally."

Shepherd Advisory exists to bring order to financial complexity. We believe everyone deserves a trusted guide—someone in their corner who sees the full picture and helps them make decisions with confidence.

Get In Touch

Let's talk about your financial future

Every engagement begins with a conversation. Reach out to discuss your situation and see if we're the right fit to work together.

Jake.Wade@shepherdadvisoryllc.com