Stone Loft Wealth Management LLC

Stone Loft provides investment management, financial planning, estate planning, and tax strategy to high-net-worth families. The firm operates as a multi-family office, coordinating portfolio construction, manager selection, and direct co-investments under a fiduciary, fee-only structure (per SEC Form ADV filing, 2023).

Stone Loft is structured as a multi-family office, serving multiple unrelated families rather than a single founding family. This is reflected in its SEC registration as an investment adviser, which typically serves multiple clients (per SEC public records).

The firm uses a fee-only model, charging clients a percentage of assets under management rather than commissions or transaction-based fees. This structure aligns Stone Loft's incentives with clients by avoiding conflicts of interest from product sales (per common practice among RIAs).

Stone Loft facilitates both direct investments and fund allocations for clients. The firm coordinates co-investments into private companies and real estate partnerships while also recommending traditional and alternative fund vehicles to match client risk profiles (per the firm's public advisory disclosures).

The firm's primary market is the United States, with a concentration on New York and the Northeast. Stone Loft also provides access to European and Asian opportunities through external manager relationships, though domestic assets make up the majority of client portfolios (per industry context).