Who We Serve

Family Offices

Bring institutional-grade structure to your family office with quantitative research,
consistent models, and clear communication.

Multi-Generational Wealth Demands Structure and Clarity

Family offices manage complex portfolios, multi-layered decision-making, diverse risk preferences, and significant expectations surrounding stewardship and transparency. Investment decisions must be supported by data, communicated clearly, and documented consistently—especially when multiple generations are involved.

  • Balancing complex goals across generations

  • Maintaining transparency and documentation standards

  • Managing research and portfolio oversight internally

  • Unifying decision-making across stakeholders

  • Reducing emotion and bias in investment decisions 

Helios provides the clarity, structure, and discipline required for families to make confident long-term decisions.
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 Remove The Workload, Emotion, and Stress from Managing Investments.

Helios provides the research, technology, and tactical
workload support that growth-oriented practices need.

Support That Strengthens Your Family Office

Helios becomes the investment backbone behind your family office—bringing clarity, research rigor, and communication support to every part of your investment process. Whether you're supporting a single family or multiple branches, Helios helps you create a repeatable, defensible framework that withstands market cycles and generational transitions.

  • Automated monitoring of models and holdings

  • Weekly insights for family briefings and advisor alignment

  • Direct support for complex investment or strategy questions

  • Scalable processes that unify investment decisions over generations
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See How Helios Supports Family Offices

Helios provides family offices with institutional-grade investment discipline,
consistent communication, and the structure needed to support multi-generational wealth.

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Don't Just Take our Word for it.

Trusted by 400+ Advisors

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By utilizing Helios, we have been able to double our firm's revenue, enhance returns for our clients and save tons of time in the back office, allowing us to focus on our energy on engaging with clients.

Kevin T. CRPC™
Current Client

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From an efficiency standpoint, my practice is so lean and mean. It's everything I'd ever envisioned without hiring five people.


Brian B. CFP®
Current Client

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Helios has made it simple to tailor fit investment models to client-specific needs.



Lucas N. CFP®
Current Client

We'd Love to Learn About You!

Every practice is unique.  400+ Advisors have chosen to partner with Helios because we able to help them deliver a powerful client experience, drive growth, and reduce costs.  


Prefer to connect by email?
Reach us at hello@heliosdriven.com