SRS Family Office Partners Overview

General Information

SRS Family Office Partners is a multi-family office headquartered in Orem, United States. It provides discreet wealth and lifestyle advisory services to select single-family offices, overseeing or advising more than $15 billion in client assets. Drawing on over five decades of portfolio construction expertise and a network of investment, legal and accounting professionals, the firm tailors investment management, tax planning, philanthropy, generational education and health-and-lifestyle support for affluent families.