Stokes Family Office
Overview
Stokes Family Office is a 100% family-owned SEC-registered investment adviser based in New Orleans, managing over $3 billion in assets. The firm has been recognized by Forbes as one of America's Top Registered Investment Advisory firms for four consecutive years, ranking #40 in 2023. They focus on long-term client relationships and have been operating in the New Orleans area for over 35 years. The firm offers a comprehensive suite of services, including financial planning, portfolio construction, tax and estate planning, and partner coordination. They emphasize a client-first, relationship-building strategy, aiming to create relationships measured in decades. Their team integrates financial planning, portfolio construction, tax and estate coordination, and direct investment sourcing to support long-term capital preservation and growth. Stokes Family Office has been recognized by Forbes as one of America's Top Registered Investment Advisory firms for four consecutive years, ranking #40 in 2023. They focus on long-term client relationships and have been operating in the New Orleans area for over 35 years. Their team integrates financial planning, portfolio construction, tax and estate coordination, and direct investment sourcing to support long-term capital preservation and growth.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Frequently asked questions about Stokes Family Office
What sectors does Stokes Family Office invest in?
Stokes Family Office invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in New Orleans, United States. Stokes Family Office is listed as a family office in the ConnectSafely investor database.
What stage does Stokes Family Office invest at?
Stokes Family Office backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 500K - 10M.
Which regions does Stokes Family Office invest in?
Stokes Family Office invests across United States.
Who are the partners at Stokes Family Office?
Team members listed for Stokes Family Office include Charlie Tiblier (Chief Compliance and Operations Officer) and David Stokes (Chief Executive Officer).
What companies has Stokes Family Office invested in?
Stokes Family Office's portfolio includes Stokes Asset Management and Stokes Institutional.
How do I contact Stokes Family Office?
Stokes Family Office's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
