What The Clarius Group Is All About
Clarius is all about being your family office so you can focus on what truly matters to you. With roots going back to 1999, Clarius has been a trusted fiduciary for individuals and families across the Northwest and beyond. Their whole existence revolves around serving client families. They pioneered a shared family office model that aims to give each family the perks of a private family office — think professional stewardship with partners who are aligned and service-driven.
The Main Benefit: Peace of Mind and Time
At the heart of Clarius’ approach is a commitment to security, integrity, and transparency. By proactively managing all financial aspects for families, they deliver:
- Time to focus on what really matters
- Peace of mind knowing finances are in expert hands
- Economic results that support family goals
- A strong foundation of trust that frees clients to pursue their passions
A Unique Philosophy in Financial Advisory
Unlike many financial advisory firms where misalignment is common, Clarius puts client interests above all else. Families wouldn’t accept misalignment from their lawyers or accountants, so why settle for it in financial advice? Their shared family office model is built on alignment at its core. Everything they do — from services to firm management — is guided by the philosophy that they exist solely to serve their clients.
The Fundamental Rights of Clients
Clarius embraces the belief that clients have fundamental rights in their partnership. These rights shape how they manage relationships and services:
- The Right to Clarity: Transparency is non-negotiable in advisory relationships.
- The Right to Security: Protecting client privacy and information integrity is paramount.
- The Right to Loyalty: Fiduciaries must always put client interests first.
- The Right to Collaboration: Facilitating communication across all stakeholders to harness the best collective thinking.
- The Right to Mastery: Advisors pursue the highest standards of excellence.
- The Right to Permanence: The family office is managed to endure across generations.
Tailored Services for Unique Families
Recognizing that no two families are alike, Clarius customizes services to help clients realize their vision of the future. Their deep understanding of each family’s situation and objectives drives a strategic roadmap covering investments, taxes, estate planning, and philanthropy. The experienced team also handles all tactical steps to keep financial lives secure and organized. When clients offload these burdens, they can truly flourish in their passions — family, philanthropy, business, you name it.
Impact on Sustainable Development Goals (SDGs)
- SDG 1: No Poverty — through financial stewardship and wealth preservation
- SDG 8: Decent Work and Economic Growth — by supporting family businesses and economic planning
- SDG 10: Reduced Inequalities — via tailored, inclusive financial services
- SDG 16: Peace, Justice, and Strong Institutions — through transparency, security, and fiduciary loyalty
- SDG 17: Partnerships for the Goals — by fostering collaboration among all stakeholders
Comprehensive Financial Services Offered
Clarius defines its services as “anything financial” families need. Their offerings include:
- Investment Management: Tailored portfolio design, investment policy statements, asset allocation, due diligence, direct indexing, private markets, ongoing management, multi-account aggregation, and more.
- Family Office Services: Banking and credit support, cash flow management, tax and estate planning coordination, insurance and risk management, philanthropic strategy, entity oversight, and state-of-the-art reporting.
- Personal Accounting: Handling physical and electronic payables, bill payment execution, reconciliation, and aggregate reporting.
Located in Seattle at 999 3rd Ave., Suite 3050, Clarius offers a full suite of services designed to keep families’ financial lives secure, organized, and aligned with their goals — all while giving clients the freedom to focus on what truly matters.
