Velar.A modern multi-family office.
Single-family depth. Multi-family reach. The discipline of a private bank, made possible by a private platform.
Principal advice, not relationship management.
A single advisor who holds the whole picture. Not a rotating book of three hundred.
Fee discipline.
A fixed-tier, declining-rate schedule. No commissions. No kickbacks. No markup on alternatives.
A book of record that is current.
Most offices deliver wealth on a quarter's delay. Velar delivers it on a day's.
Move enough to save. Keep the rest where it is.
Alts-first through our iCapital relationship. SEC-registered, fiduciary. Quarterly rebalancing by default; continuous on request. One principal advisor per a deliberately small book — not fifty. You don't have to part ways with a long-time advisor; move enough of the book to get the value, leave the rest.
You don't have to fire your advisor of twenty years. Move $12.0M (12% of the book) and Velar's tier already saves you $54K annually — without touching the rest. Move more when it makes sense; never under pressure.
- First $25M
- 55 bps
- Next $75M
- 35 bps
- Over $100M
- 25 bps
- Alts / iCapital
- pass-through, no markup
Glass — our private operating platform.
Most multi-family offices run a constellation of systems that do not speak to one another. The result is a twenty-two-day close, a quarterly book, and an inbox of exceptions. Velar operates on Glass — a platform we built in-house — that synchronizes every system the office touches continuously. Four resident agents reconcile, route, analyze, and audit the book day and night. The close runs in three days. Reconciliation is always on. Your advisor's hours return to your strategy.
Four practices, one ledger.
Consolidated reporting
Every account — custodian, alternative, private — in a single book. Quarterly letter, monthly snapshot, on-demand slice.
Investment management
Alts-first through our iCapital relationship. Direct access to private equity, private credit, and secondaries. Tax-aware rebalancing on the public book.
Tax & estate
Multi-year tax planning, lot-level harvesting, trust oversight. Coordination with your attorney and accountant.
Governance
Family constitutions, next-generation education, board representation. We attend to the place where the money meets the people.
Operators, not generalists.
A team that built one of the alternatives platforms the industry now runs on — scaled from one to one hundred and sixty-five accounts and acquired by iCapital. Former Managing Directors there. Two hundred and fifty family-office relationships across two decades between the family and the platforms that serve it.
A different kind of multi-family office.
If your household is between fifty and two hundred and fifty million and you are reconsidering how your wealth is held — by a private bank, by a legacy office, or by yourself — we welcome the conversation.
Request an introduction