What We Do, and What We Coordinate
We provide the governance and coordination layer that sits above a family's existing advisors. Families choose the services they need; nothing is bundled.
Family governance framework
Entity structure, trust protocols, family charter, and board governance.
External advisor coordination
One hub connecting the family's investment managers, attorneys, CPAs, and insurance professionals.
Consolidated balance sheet
Reporting across all entities and holdings: public, private, real estate, and alternative assets.
Trustee and governance roles
Co-trustee services, family council leadership, and board participation, where the family wants them.
Next-generation program
Individual development plans covering education, financial literacy, and governance preparation.
Annual family meeting
Agenda setting, facilitation, and follow-up, built to align generations.
Investment policy statement
A household-level investment policy statement that governs investment decisions.
Outsourced CIO and oversight
Investment oversight and reporting across public and private holdings.
Manager oversight
Independent benchmarking and evaluation of the family's investment managers.
Comprehensive planning
Financial planning for the whole household: wealth, estate, tax, and insurance.
Investment services are provided by WealthEQ, LLC, a Colorado-registered investment adviser and a separate entity, under its own advisory agreement and Form ADV. 2SIX Partners is not a registered investment adviser.
Your Advisors Stay
| Function | Who does the work | 2SIX role |
|---|---|---|
| Estate and trust documents | Family's estate attorney | Coordinate, track implementation, align with governance |
| Tax returns and tax planning | Family's CPA | Coordinate timelines and information across entities |
| Custody of assets | Existing custodians and banks | Consolidate reporting across all of them |
| Insurance and risk | Family's insurance professionals | Keep coverage reviews on the calendar |
| Investments | Existing managers, with oversight from WealthEQ if engaged | Bring investment reporting into the family's full picture |
Frequently Asked Questions
What services does a multi-family office provide?
Multi-family offices commonly provide family governance, coordination of outside advisors, consolidated reporting, administration, and next-generation education. Some also provide investment management, tax, or legal services in-house; others coordinate those through outside specialists.
Which services does 2SIX Partners provide directly?
2SIX Partners provides the family governance framework, external advisor coordination, consolidated balance sheet reporting, trustee and board roles, the next-generation program, and annual family meeting facilitation.
Who provides investment management and OCIO services?
Investment services, including the household investment policy statement, outsourced chief investment officer services, manager oversight, and financial planning, are provided by WealthEQ, LLC, a Colorado-registered investment adviser, under a separate advisory agreement. 2SIX Partners is not a registered investment adviser.
Will we have to change our attorney, CPA, or custodian?
No. Existing custodians, attorneys, accountants, and insurance professionals generally remain in place. 2SIX Partners provides the coordination and oversight layer above them.