Family Office Services

  • Sunmark Capital Management, LLC is a member of the Sunmark Group, Inc. that has been in business since 1991. Sunmark Capital takes our traditional service to the next level, providing select families with a comprehensive range of services to manage their financial life across generations. Our families enjoy the peace of mind and time to enjoy their life based on knowing that we are leading their team every day to achieve their unique goals.
  • Families can choose to use all or some of the services provided based on their needs.
  • Financial Planning
  • Estate Planning
  • Investment Management
  • Tax Planning
  • Risk Management
  • Administrative Services & Reporting
  • Lifestyle & Asset Management
  • Family Governance
  • Philanthropy
 Posted by at 1:29 am