Fluence Wealth Management

Fluence integrates investment management, tax planning, and estate coordination into a single advisory relationship. It functions as an outsourced multi-family office for clients who do not maintain their own dedicated single-family office infrastructure.

Fluence operates as a registered investment advisor, carrying a fiduciary duty to its client families while delivering the service breadth typically associated with a traditional family office.

The firm constructs portfolios that include public equities, fixed income, and private market allocations. It also facilitates direct investments and co-investment opportunities sourced through its network of client families.

Unlike a large private bank that often pushes proprietary products and maintains a segmented service model, Fluence provides a consolidated view of all family assets—including those custodied elsewhere—and offers conflict-free advice as a fiduciary.

The firm's specific asset minimums are not publicly disclosed. Multi-family offices of its type typically require a level of complexity and net worth that justifies a consolidated advisory approach, beyond simple portfolio management.