The trusted, integrated family office for those who have built more than wealth.
Our Services
"We manage the extraordinary level of complexity that extraordinary wealth creates. Ultimately, we improve the quality of our clients' lives."
Streamline Family Office is a pure, independent family office with no conflicts of interest and no outside incentives. We provide best-in-class financial administration, objective counsel, strategic thinking, asset oversight, and consolidated reporting to ultra-high-net-worth families, with compassion and precision at every step.
Where human complexity meets financial complexity. We work in the space between.
Streamline has been doing this work, and only this work, since its founding. Long before "family office services" became a phrase that wealth managers and asset managers adopted to deepen client relationships, we were building the expertise, the processes, and the team depth that genuine family office advisory requires.
That distinction matters. True family office work demands broad knowledge across tax, legal, investment, risk, philanthropy, and family dynamics — and the willingness to roll up your sleeves, ask constant questions, and stay vigilant across all of it. It is not a product. It cannot be offered as an add-on. As an integrated advisor, we work collaboratively with a trusted network of external professionals, constantly deepening a knowledge bank that spans family systems, tax, estate planning, risk management, aviation, philanthropy, and far more.
At the core of everything we do is a commitment that is genuinely rare in wealth management: complete objectivity. We do not manage money. We do not earn commissions. We accept no incentives from any outside firm. Ever. Our only interest is yours. That independence is not incidental to what we do. It is the foundation of it.
Ultimately, we support our clients to be the most effective stewards of their family enterprise and provide genuine peace of mind.
Our team has a 360-degree understanding of the entire financial process for individuals and families. We do not replace professional advisors. Rather, we complement their work through agenda-setting and execution, always taking a proactive approach to exceed our clients' needs.
We are adept at working in the spaces between the lines, where the real complexity lives, and where the most meaningful value is created.
The Streamline Difference
At the center of every connection, decision, and conversation.
Streamline sits at the intersection of every relationship, every dollar, and every decision: understanding the full picture, coordinating the right people, and executing with precision so the family can make the best possible decisions today and into the future.
Our Services
Everything you need, coordinated in one place.
01
Comprehensive Reporting
Balance sheets
P&L statements
Cash flow and projections
Ad-hoc reporting
02
Risk Management
Oversee and coordinate all insurance needs
Understand and protect privacy
03
Philanthropy
Assist with all charitable initiatives
DAF and private foundation support
Tax-efficient contributions & distributions
Charitable vehicle setup
04
Administration & Bookkeeping
Comprehensive bill-paying across all entities
Detailed P&L tracking
Consolidation of all spending
Books & records for Trusts, Partnerships, LLCs
05
Tax & Estate Coordination
Monitor and manage goals and objectives
Organize and maintain all documents & records
Coordinate quarterly and year-end tax filings
Estate plan flow charts
06
Liquidity Management
Cash flow planning and forecasting
Coordinate distributions and capital calls
Monitor liquidity across all entities
Manage bill pay and working capital
07
Estate Planning
Follow-up on goals and objectives
Monitor all transfer activities
Life insurance coordination
08
Special Projects
Coordinate sales and purchases of all assets
Research and due diligence
Private plane acquisition
"As your trusted, integrated family office advisor, we manage the complexity so you can focus on what matters most."
A team built on depth, trust, and decades of practice.
Streamline Family Office was founded by Katie Sullivan with a clear conviction: that ultra-high-net-worth families deserve an advisor whose only loyalty is to them: objective, independent, and deeply integrated into every dimension of their financial lives. Over 25 years, that conviction has shaped a firm and a team unlike any other in the family office space.
We are smart (EQ + IQ), thoughtful, humble, competent, curious, careful, confident, and trustworthy. We hold ourselves to the highest moral and ethical standards and do the right thing even when it is difficult or unpopular. Together we bring vertical and horizontal depth across family systems, tax, accounting, estate planning, investments, real estate, risk management, philanthropy, aviation, private markets, and multi-generational wealth dynamics. Our knowledge bank is always growing. It is one of our most valuable assets.
We have worked with families across generations, from wealth creators navigating liquidity events to the children and grandchildren who inherit both the assets and the complexity. Understanding that continuum, and helping families navigate it with clarity, is central to who we are.
16Team Members
25+Years in Practice
$4B+Assets Under Supervision
KS
Katie Sullivan
Founder & CEO
AJ
Amy Johnston
Chief Relationship Officer
RS
Rebecca Sliwoski, MBA, MS
Chief Operations Officer
TP
Trisha Presley, CPA
Chief Financial Officer
AL
Andrea Carter Longo, MBA
Family Advisory Leader
CC
Clare Cole, CPA, CFP, MS
Consultant
SC
Stephanie Csaplar
Family Advisory Associate
AD
Amy Dalmanieras
Family Advisory Leader
VG
Vanessa Garcia
Operations Associate
SL
Samantha Levine
Accounting Associate
MM
Michelle Miller, MBA
Senior Accounting Associate
FN
Fhelica Nafe, CPA
Family Advisory Leader
KN
Kim Nguyen
Operations Associate
AP
Alexandra Palumbo
Accounting Associate
GS
Greg Snyder, CPA, MBA
Director of Reporting
TW
Tess Watt
Family Advisory Associate
Who We Serve
Families who have built extraordinary wealth, in all its forms.
25+ years · $4B+ under supervision · Multi-generational relationships
Our Clients
Wealth created many ways, managed with one approach.
We create a private family office experience for clients with complex and evolving financial and family dynamics. Our expertise is in advising sophisticated families with net worth exceeding $100M. Our relationships span generations, from wealth creators to the children and grandchildren who carry that legacy forward.
Private equity GP / Partner
Venture capital GP / Partner
Entrepreneurs creating & selling companies
CEO of public companies
Private company founders
Real estate
Financial services
Inherited wealth
Our Fees
Relationships built to endure.
Streamline is a pure family office. It is all we do, and it is all we have ever done. We did not arrive here from asset management, banking, or wealth advisory. We were built from the ground up to serve families with complexity, and that focus is what makes the difference.
The marketplace has taken notice. Family office services are now offered by many. Offering them and delivering them are very different things. What we do requires genuine, broad expertise across tax, legal, investment, risk, philanthropy, and family dynamics. It requires curiosity, vigilance, and the willingness to stay deeply engaged across every dimension of a family's life. That depth cannot be replicated as an add-on to another business model.
Central to everything is our objectivity. We do not manage money. We do not earn commissions, bonuses, or incentives from any outside firm or advisor. Ever. In a world where most financial relationships carry some form of conflict of interest, that is rare. It means our advice is shaped entirely by what is right for your family, nothing else. We believe this is the only way to truly serve at the level our clients deserve.
Our fee is based solely on the management of our clients' complexity, both quantitative and qualitative, determined after a thorough due diligence process to understand needs and establish mutual fit. We are selective not because we are limited, but because the quality of service we deliver demands it. When we engage with a family, we are fully committed, and that commitment requires the fit be right on both sides.
"This is not a service we added. It is what we were built to do, with complete independence, no conflicts of interest, and a single purpose: your family."— Streamline Family Office
Our Technology
Aggregating data. Enabling better decisions.
Best-in-class tools in the right hands.
Our technology stack exists for one purpose: to aggregate data across every dimension of a family's financial life so that our team can focus on what matters: discernment, nuance, and the best possible decisions. We are not technology vendors. We are advisors who have chosen the right tools to give us complete clarity, so that nothing is missed and everything is understood.
Each platform was selected because it is best-in-class for family offices at the institutional level. Together, they give us a single, accurate picture of the full financial landscape. It is the foundation on which every insight, recommendation, and action is built.
Sage IntacctCloud Accounting
Multi-Entity Accounting
The accounting foundation: every entity, every dollar, consolidated and current.
Sage Intacct is the industry-leading cloud accounting platform for family offices, and the backbone of how we manage the financial books across every trust, partnership, LLC, and entity a family holds. It gives us a real-time, accurate picture of where every dollar stands — so that when decisions need to be made, the numbers are never a question. Clean books and clear data are the prerequisite for everything else we do.
AddeparPortfolio Reporting
Investment Reporting
The complete investment picture: every asset, every custodian, one view.
Addepar aggregates investment data across every custodian, asset class, and structure into a single, unified view of the portfolio. For families with complex holdings across private equity, real estate, alternatives, and public markets, this kind of clarity is rare and essential. It means we can see the full picture at any moment, understand performance in context, and have the conversations that matter rather than chasing data.
OrcaGovernance & Compliance
Entity & Compliance Management
The governance layer: every entity, obligation, and document organized and current.
Orca brings structure to the complexity that surrounds sophisticated family wealth: the legal entities, ownership structures, compliance obligations, and critical documents that are easy to lose track of over time. It gives us a living map of the family's full landscape, so that nothing falls through the cracks and we are always prepared, whether for a tax filing, an estate review, or a conversation with counsel.
ArchPrivate Investments
Alternatives Administration
Private investments, fully accounted for. No spreadsheets, no gaps.
Private investments are among the most administratively intensive assets a family can hold, and they are often the least visible. Arch ensures that every alternative position, including private equity, venture, real estate funds, and beyond, is tracked, documented, and reporting-ready. It eliminates the operational noise so we can focus on what those investments actually mean for the family's overall picture, not on chasing documents and reconciling data.
TOS AdvisorsImplementation Partner
Technology Management
Our implementation and management partner, ensuring our technology works seamlessly so we can focus on our clients.
TOS Advisors is our trusted technology implementation and management partner. They ensure that our entire platform is properly configured, integrated, and running at peak performance. Their expertise means we are never distracted by technology. It works quietly in the background while our team focuses entirely on client service. It is one more way we have structured Streamline to remove operational friction and keep our attention exactly where it belongs.
"We aggregate everything so we can focus on what matters: discernment, nuance, and the decisions that shape a family's future."
We welcome inquiries from families seeking a trusted, integrated advisor and family office partner. Please reach out using the form, or contact us directly.
Phone(508) 785-2399
LocationServing families across the USA
Websitestreamlinefamilyoffice.com
Send us a message
Legal
Privacy Notice
Effective Date: January 1, 2025 · Revised Annually
Facts
What does Streamline Family Office, Inc. do with your personal information?
Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?
The types of personal information we collect and share depend on the services we provide to your family. This information can include:
· Social Security number
· Date of birth
· Account balances and holdings
· Physical and mailing address
· Income and net worth
· Transaction history
· Estate and entity structure
· Tax and legal documents
How?
All financial companies need to share clients' personal information to run their everyday business. In the section below, we list the reasons financial companies can share personal information, the reasons Streamline chooses to share, and whether you can limit this sharing.
Reasons we can share your personal information
Reason
Does Streamline share?
Can you limit this sharing?
For our everyday business purposesSuch as to process your transactions, maintain your accounts, respond to court orders and legal investigations, or report to credit bureaus
Yes
No
For our marketing purposesTo offer our products and services to you
No
We don't share
For joint marketing with other financial companies
No
We don't share
For our affiliates' everyday business purposesInformation about your transactions and experiences
No
We don't share
For nonaffiliates to market to you
No
We don't share
Questions?
Call (508) 785-2399 or visit streamlinefamilyoffice.com
How does Streamline protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and systems. All client data is stored within institutional-grade, encrypted platforms.
How does Streamline collect my personal information?
We collect your personal information, for example, when you:
·Authorize us to receive data from your custodians
·Share documents, records, or account information with us
·Begin a new relationship with a financial services provider
·Engage us as your family office advisor
We also collect your personal information from other companies that are service providers, such as custodians, tax advisors, and legal counsel.
Why can't I limit all sharing?
Federal law gives you the right to limit only:
·Sharing for affiliates' everyday business purposes — information about your creditworthiness
·Affiliates from using your information to market to you
·Sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing. Streamline does not share your information for any of these purposes.
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies. Streamline has no affiliates.
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies. Streamline does not share your personal information with nonaffiliates for marketing purposes.
Joint marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you. Streamline does not engage in joint marketing.
Other important information
Streamline Family Office, Inc. is a pure family office and fiduciary. Confidentiality is fundamental to everything we do. We do not sell, rent, or share your personal information with any third party for commercial purposes. Ever.
Clients in California may have additional rights under the California Consumer Privacy Act (CCPA). Clients in other states may have rights under applicable state privacy laws. Please contact us to learn more.
This notice is provided in accordance with the Gramm-Leach-Bliley Act (GLBA) and applicable state regulations. It is reviewed and updated annually. For questions, contact us at info@streamlinefamilyoffice.com or (508) 785-2399.
