STAK - World's first Wealth Services Exchange.

Stak for Family Offices

The new Rolodex!

Not everybody has the perfect ‘black book’, and Family Offices in particular struggle to balance privacy with appetite for quality dealflow and advisers. Your network just got super-powers!

Total anonymity

Find verified, accountable, trusted sources with anonymity and security.

Whole market choice

Whether you are searching a new, new to wealth, or simply comparing the market, we’ll help you run your anonymous tender process in the open market.

High quality outcomes

Transparent, confidential and fair, with all members (including you!) accountable for their delivery and outcomes.

Handled and Curated

We help you manage a transparent, on-the-record competitive tender process ensuring best practice, and no BS.

Total anonymity

Trust is a two-way street

We respect your privacy. New member applicants who identify themselves as employees of a Family Office are contacted for independent verification. We only ever hold an email address once we verify you, and represent you to the market via a unique Avatar reference. So you can broadcast your needs with confidence.

Whole market choice

The A-Z of private wealth

If you are looking for a new or replacement service provider, administrator, protector or trustee, not only do we have best-in-class, but we have most-in-class. That’s A for analyst, Z for zero-coupon bond, and everything else in between.

High quality outcomes

A wealth services meritocracy

Whether you are searching for a highly specialised adviser, a co-investor for a major project, or a trustee for your succession-planning, STAK will undertake the search on your behalf. Professionals are ranked on the basis of recommendation and track record, therefore you can be confident of high calibre.

Handled and curated

Hands held, not hands tied

We help you to manage an unbiased, transparent and on-the-record competitive tender process to service your needs, not ours. You can generate a new search for a co-investor or buyer for a business or asset, or complete one of our questionnaires to undertake a specialist search for investment managers, lenders, trustees...

How our community uses STAK

Case study

Financial due diligence for corporate tenants

Family offices Commercial real estate

Completed by STAK

Case study

Full-service project team for building project

Family offices Private real estate

Completed by STAK

What members say about STAK

“A mix of Uber and Trip Advisor for Private Client Advisers, long overdue!”

Private Client Trustee

Jersey

“This team delivers: they expertly guided us through a re-selection process for a company administrator and bank at a critical time, having just received a major financing injection into our business.”

Chief Investment Officer

Privately Held International Telecoms Co.

“Genius idea, like a ‘professionals only’ open register of referrals and RFPs”

RH, Family Office

London

“I haven't got the time or skillset to maintain an awareness of lending rates and policies for my clients; STAK allows me to handle the marketplace in a really smart, easy way”

M. Wan

Kuala Lumpur

“The team at STAK have a deep understanding of the market within which family offices and large family businesses operate. I will be using them for all of our tenders going forward.”

Brian McCarthy

Managing Director, C. Le Masurier Ltd

What makes STAK unique?

Meritocracy

Those who speak loudest are not necessarily those who deliver! STAK delivers meaningful performance insights at member and organisational level

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Client anonymity

STAK never captures your client identity: our entire ethos is based on trusted professionals representing client scenarios - once you are chosen we step away so you can do your thing!

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