Multi-Family Office

Stonewood designs, implements and manages bespoke investment structures for high net worth families. The Stonewood Family Office offers you the following:

Enhanced Investment Process

The establishment of an investment strategy and a formalised process in portfolio construction creates a repeatable and consistent decision-making process improving investment outcomes.
Enhanced access to a wide range of investment opportunities which are not generally available through our community of investment professionals, shareholders, clients and advisors.
A core philosophy of avoiding permanent capital loss permeates all our investment decision making. We believe that avoiding losses is the best way to achieve a superior investment result.

Improved Reporting

Consolidation of international investment portfolios often held on multiple platforms with consolidated reporting enhances the investment process.
Consolidated reporting provides better assessment of returns, increased transparency and the ability to more efficiently manage portfolios held with multiple custodians.
Detailed monthly reporting and commentary.

Other Key Benefits

Professionally managed and regulated structures with protection for the family at many levels.
Enhanced longevity and capital protection to the Family’s assets.
Improved estate planning.
Enhanced continuity between generations.
Improved succession planning.
Allows for junior family members to become involved in the Family’s Wealth in a structured and controlled manner over time.

Our Team

Have a confidential discussion about our Family Office Offering.

Sean Patterson

Investment

Sean leads the investment team with 20 years of investment management, private equity and corporate finance experience. Prior to founding Stonewood, Sean was a founding partner of CapitalWorks Equity Partners, and a Divisional Director of Brait Private Equity. Sean is a qualified chartered accountant.

Eldon Beinart

Sales & Business Development

Eldon is responsible for sales and business development. Eldon founded Molash Capital (incorporated into Stonewood), a niche private equity investment business investing in companies in Southern Africa. Eldon was previously the head of Brait corporate finance. Eldon is a qualified chartered accountant.