San Francisco, CA 50 California Street Office

Aspiriant serves primarily high‑net‑worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering discretionary and non‑discretionary investment management alongside wealth planning, family office and specialty services. Its wealth services explicitly include accounting and banking support (such as bill payment and preparation of personal and business financial statements), tax and estate planning, and targeted consulting like divorce financial analysis and special‑needs financial planning.

The firm builds customized investment programs using asset allocation guided by internal Capital Market Expectations and a mix of implementation options — third‑party managers, ETFs, separate accounts, private investments, and mutual funds. Aspiriant also acts as investment adviser to the Aspiriant Affiliated Mutual Funds (including interval funds), offers access to recommended private investment offerings sourced and due‑diligenced by its Investment Strategy and Research team, and uses AI tools to assist in preparing client communications and analyses (with human review).

Distinctive features relative to peers include an affiliation with Strategic Planning Law Group, PC and an expanded set of family office capabilities (accounting/banking services and bill payment) that go beyond typical advisory offerings. The firm also sponsors and manages public mutual funds that invest in private assets and provides fee‑rebate mechanics for clients invested in those funds, and maintains a holding‑company ownership structure with substantial employee ownership as part of its succession planning.