Sullivan & Serwitz Family Office Overview

General Information

Sullivan & Serwitz Family Office is a multi-family office headquartered in Los Altos. The firm provides comprehensive wealth management and investment advisory services to multiple families, focusing on long-term capital preservation, succession planning, and tailored portfolio strategies. Its team collaborates closely with clients to address complex financial needs, estate planning, and philanthropic objectives—supports multigenerational families in managing and growing their wealth across diverse asset classes.