Stronghaven LLC

StrongHaven provides financial planning, family office, consulting and wealth management services to individuals, trusts, estates, charitable organizations and business entities, with explicit planning for business owners and multigenerational families. Its services range from estate, retirement and insurance planning to discretionary and non‑discretionary portfolio management and advice on held‑away products like variable annuities and employer retirement plans.

The firm constructs customized portfolios that combine public and private investments, non‑correlating asset classes, and strategies such as direct indexing and structured notes, and it regularly recommends and monitors third‑party External Investment Managers as part of its implementation. Fee arrangements include negotiated fixed fees for family office and financial planning engagements (disclosed up to $100,000 for certain projects or ongoing services) alongside a blended asset‑based management schedule, and the firm may offset fees across services.

Noteworthy features include the firm’s explicit role in selecting other advisers and soliciting qualified clients to invest in an affiliated private placement real‑estate vehicle, a relationship the brochure identifies as a potential conflict of interest requiring additional disclosures. The firm also discloses that some supervised persons are licensed insurance agents who may receive commissions on insurance sales and that it relies on third‑party custodial and platform support when implementing client strategies.