Family Office Discipline, Without The Family Office Expense
The Carlton Lane Approach for Modern Private Wealth
For decades, family offices have set the standard in wealth management—used by the world’s most sophisticated investors to preserve and grow capital across generations.
Carlton Lane delivers many of the key benefits of family office-style investing—high-level access, rigorous due diligence, and integrated strategy—designed for entrepreneurial families, accredited professionals, and high-net-worth individuals, without the financial burden of a traditional family office.
This approach bridges the expertise of traditional family offices with the accessibility sought after by today’s sophisticated investors.
What Exactly Is a Family Office?
A family office is a private advisory firm built exclusively to serve the needs of wealthy families. They handle every aspect of managing wealth — from investments and taxes to philanthropy, estate planning, and even concierge services.
Think of it as an in-house investment, accounting, and strategy team dedicated to one family’s financial and generational goals.
Traditional family offices typically:
In short, they think like institutions — but operate for families.
The Cost of Building a Family Office
A true single-family office comes with considerable overhead:
Even lean operations can cost $1–3 million annually to run effectively, before considering the time and management required to oversee them.
The Carlton Lane Alternative
For most accredited investors, entrepreneurs, and families with assets under $100 million, establishing a family office is rarely financially sensible.
Though Carlton Lane is not offering full family office services, we utilize many of the investment and due diligence strategies commonly found in larger family offices, including:
With Carlton Lane, you gain a disciplined investment strategy, institutional-grade access, and integrated oversight—while avoiding the high expenses and complexity of building your own family office.
We provide:
Who We Serve — And How
Entrepreneurial Families
From first-generation success to lasting legacy. You’ve built a company or created significant liquidity—now protect it. Carlton Lane helps you shift from operator to allocator with institutional discipline.
We serve as your dedicated investment team, providing consultation during the sale of your business.
- Reinvest proceeds tax-efficiently after a liquidity event.
- Diversify across real estate, public, and private markets.
- Structure investments for generational continuity.
- Access curated, professionally managed opportunities.
Your wealth deserves the same diligence as the business that created it. We help to ensure your wealth lasts.
Accredited Professionals
You’ve built a successful career. Now it’s time to build intentional wealth. High-income professionals—such as physicians, executives, attorneys, and partners—face limited time and complex financial situations. Traditional advisors often offer cookie-cutter solutions that overlook advanced tax strategies and private alternatives.
Carlton Lane bridges that gap with:
- Access to private real estate and niche alternative strategies
- Turnkey diligence, management, and tax reporting
- Customized structures that maximize after-tax income
- Transparency and alignment at every stage
You’ve outgrown the retail advisory model. It's time to ensure your investments reflect your success.
High Net Worth Investors
Preserving wealth for the next generation—with purpose and clarity.
Whether you manage a trust, inherited assets, or a newly formed family office, you understand the importance of discipline and oversight. Carlton Lane extends your reach with an institutional framework and independent verification—with no extra staff or costs.
We offer:
- Deep due diligence and post-acquisition asset management
- Portfolio diversification across operators and geographies
- Comprehensive reporting and ongoing investor relations
- Independence and alignment through sponsor co-investment
We act as your steward, ensuring clarity, consistency, and continuity of purpose.
Real Estate Is the Foundation of Family-Office Portfolios
Real estate has long been the cornerstone of family-office portfolios — and for good reason. It combines income generation, tangible value, tax efficiency, and resilience in both inflationary and deflationary cycles.
Our curated offerings include:
- Income-producing assets, 1031 exchange DSTs, private credit, and private REITs
- Ground-up development and value-add opportunities
- Healthcare and specialty real estate assets
- Tax-advantaged structures, including DSTs, Qualified Opportunity Zones, Roth Conversion developments, Bonus Depreciation projects, and Oil and Gas investments
The Carlton Lane Advantage:
Family office expertise without the cost or complexity.
We combine institutional diligence, tax efficiency, and personal attention, empowering you with the sophistication of a family office—without the need to build one yourself.
We provide:
- Access. Proprietary deal flow curated from institutional networks.
- Oversight. Independent due diligence and post-investment monitoring.
- Alignment. We invest alongside you in select offerings.
- Transparency. Clear reporting, investor dashboards, and K-1 coordination.
- Execution. Concierge onboarding, back-office administration, and distribution management.